-49.4%
UPST vs BAH
+6.2%
-55.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.5% | +7.9% | +8.9% |
| 7D | -3.1% | +5.8% | -8.9% | -4.9% |
| 30D | -4.0% | +28.7% | -32.7% | -12.0% |
| 3M | -22.9% | +20.9% | -43.8% | -27.9% |
| 6M | -27.1% | +15.2% | -42.3% | -30.0% |
| YTD | -46.5% | +7.1% | -53.6% | -48.5% |
| 1Y | -49.4% | +6.4% | -55.8% | -52.3% |
| All | -49.4% | +6.2% | -55.6% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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