-42.6%
UPST vs AEIS
-2.1%
-40.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.3% | -9.7% | -0.2% |
| 7D | +4.4% | +1.0% | +3.4% | +3.4% |
| 30D | -7.7% | -24.0% | +16.4% | -3.8% |
| 3M | -28.4% | -32.5% | +4.1% | -24.2% |
| 6M | -23.2% | -38.6% | +15.4% | -18.4% |
| YTD | -49.1% | +4.8% | -54.0% | -58.7% |
| All | -42.6% | -2.1% | -40.5% | -51.7% |
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