-57.4%
UPST vs ALLY
+9.5%
-66.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -2.0% | -2.0% |
| 7D | -3.5% | +3.7% | -7.2% | -7.2% |
| 30D | -7.1% | -2.3% | -4.9% | -4.8% |
| 3M | -13.1% | +3.8% | -16.9% | -16.9% |
| 6M | -1.1% | +9.7% | -10.8% | -12.4% |
| YTD | -35.9% | -1.4% | -34.4% | -33.4% |
| 1Y | -57.4% | +8.2% | -65.7% | -59.3% |
| All | -57.4% | +9.5% | -66.9% | -59.3% |
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