-10.4%
UPST vs BBAI
+24.0%
-34.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.7% | +9.9% | +4.4% |
| 7D | -10.6% | -14.0% | +3.3% | -6.8% |
| 30D | -14.0% | -12.4% | -1.6% | -10.9% |
| 3M | -36.8% | -42.8% | +6.0% | -26.2% |
| 6M | -27.5% | -54.6% | +27.1% | -10.1% |
| YTD | -55.3% | -64.6% | +9.4% | -41.5% |
| 1Y | -47.5% | -69.9% | +22.3% | -29.0% |
| 3Y | -10.4% | +7.3% | -17.7% | -44.9% |
| All | -10.4% | +24.0% | -34.5% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling