-60.5%
UPST vs BB
+102.8%
-163.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.2% | -6.0% | -4.3% |
| 7D | -1.5% | +0.5% | -2.0% | -1.7% |
| 30D | -13.2% | -12.4% | -0.9% | -10.5% |
| 3M | -13.0% | -15.3% | +2.3% | -10.0% |
| 6M | -2.9% | +128.8% | -131.7% | -30.2% |
| YTD | -38.3% | +107.7% | -146.0% | -54.2% |
| 1Y | -60.5% | +103.9% | -164.3% | -68.5% |
| All | -60.5% | +102.8% | -163.3% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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