-49.4%
UPST vs AMP
+18.6%
-68.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.5% | +4.9% | +5.9% |
| 7D | -3.1% | +7.7% | -10.8% | -8.5% |
| 30D | -4.0% | +6.6% | -10.5% | -8.6% |
| 3M | -22.9% | -4.7% | -18.2% | -19.9% |
| 6M | -27.1% | +12.9% | -40.0% | -35.0% |
| YTD | -46.5% | +8.6% | -55.1% | -51.4% |
| 1Y | -49.4% | +18.2% | -67.7% | -60.0% |
| All | -49.4% | +18.6% | -68.0% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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