-89.3%
UPST vs AMBA
-54.5%
-34.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.2% |
| 7D | -3.5% | -11.0% | +7.4% | +3.2% |
| 30D | -7.1% | -23.2% | +16.0% | +8.2% |
| 3M | -13.1% | -12.7% | -0.4% | -13.4% |
| 6M | -1.1% | +11.2% | -12.3% | -20.9% |
| YTD | -35.9% | -11.2% | -24.6% | -41.4% |
| 1Y | -57.4% | -22.5% | -34.9% | -59.7% |
| 3Y | -14.9% | -1.3% | -13.6% | -38.4% |
| All | -89.3% | -54.5% | -34.8% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling