-20.1%
UPST vs AHR
+357.7%
-377.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.6% |
| 7D | -8.1% | -4.3% | -3.8% | -6.8% |
| 30D | -14.3% | -3.1% | -11.2% | -13.5% |
| 3M | -16.6% | +15.7% | -32.3% | -20.7% |
| 6M | -7.3% | +4.1% | -11.4% | -8.9% |
| YTD | -40.8% | +15.4% | -56.2% | -44.5% |
| 1Y | -62.4% | +28.0% | -90.4% | -66.9% |
| All | -20.1% | +357.7% | -377.8% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling