-80.8%
UPST vs BBAI
-70.8%
-10.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -1.5% | -1.0% | -0.5% | -1.4% |
| 30D | -13.2% | -10.7% | -2.5% | -12.0% |
| 3M | -13.0% | -32.3% | +19.3% | -8.8% |
| 6M | -2.9% | -31.3% | +28.4% | +1.5% |
| YTD | -38.3% | -45.9% | +7.6% | -33.9% |
| 1Y | -60.5% | -40.0% | -20.4% | -58.5% |
| 3Y | -11.7% | +72.8% | -84.5% | -21.0% |
| 5Y | -90.2% | -70.4% | -19.8% | -90.2% |
| All | -80.8% | -70.8% | -10.0% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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