-51.7%
UPST vs AEIS
+3.6%
-55.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.6% | -6.7% |
| 7D | -13.5% | +23.2% | -36.7% | -16.6% |
| 30D | -19.6% | -17.0% | -2.6% | -17.5% |
| 3M | -34.2% | -32.2% | -2.0% | -30.1% |
| 6M | -31.2% | -32.6% | +1.3% | -28.3% |
| YTD | -56.2% | +9.4% | -65.6% | -65.0% |
| 1Y | -51.7% | +7.7% | -59.3% | -61.2% |
| All | -51.7% | +3.6% | -55.3% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling