-24.5%
UPST vs AMBA
-33.0%
+8.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.3% | -3.6% | -1.3% |
| 7D | +4.4% | 0.0% | +4.5% | +3.9% |
| 30D | -7.7% | -8.6% | +0.9% | -3.5% |
| 3M | -28.4% | -29.0% | +0.5% | -15.5% |
| 6M | -23.2% | -19.2% | -4.0% | -24.7% |
| YTD | -49.1% | -13.0% | -36.1% | -53.5% |
| 1Y | -42.4% | -31.3% | -11.1% | -40.4% |
| 3Y | +5.4% | +28.1% | -22.8% | -35.3% |
| 5Y | -92.9% | -69.4% | -23.5% | -90.8% |
| All | -24.5% | -33.0% | +8.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling