-33.6%
UPST vs AMBA
-34.7%
+1.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.7% | +3.0% |
| 7D | -10.6% | +2.7% | -13.3% | -11.9% |
| 30D | -14.0% | -2.2% | -11.8% | -13.4% |
| 3M | -36.8% | -26.6% | -10.2% | -26.6% |
| 6M | -27.5% | -26.8% | -0.8% | -24.2% |
| YTD | -55.3% | -15.1% | -40.1% | -58.6% |
| 1Y | -47.5% | -32.3% | -15.3% | -45.2% |
| 3Y | -10.4% | +19.8% | -30.2% | -42.4% |
| 5Y | -92.6% | -69.2% | -23.4% | -90.4% |
| All | -33.6% | -34.7% | +1.1% | -31.4% |
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