-49.4%
UPST vs ALLY
+4.2%
-53.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.8% | +5.6% | +5.3% |
| 7D | -3.1% | +2.4% | -5.5% | -5.5% |
| 30D | -4.0% | +5.6% | -9.5% | -9.2% |
| 3M | -22.9% | -11.7% | -11.2% | -11.9% |
| 6M | -27.1% | -7.0% | -20.1% | -21.9% |
| YTD | -46.5% | -10.4% | -36.1% | -36.7% |
| 1Y | -49.4% | +2.4% | -51.8% | -52.5% |
| All | -49.4% | +4.2% | -53.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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