-47.6%
UPST vs ALLE
+14.9%
-62.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.7% | -8.1% |
| 7D | -4.5% | +0.1% | -4.6% | -4.4% |
| 30D | -15.3% | +25.9% | -41.2% | -21.1% |
| 3M | -32.4% | +14.9% | -47.3% | -35.4% |
| 6M | -29.5% | +42.1% | -71.6% | -36.0% |
| YTD | -53.3% | +20.4% | -73.7% | -59.0% |
| All | -47.6% | +14.9% | -62.5% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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