-11.7%
UPST vs BBAI
+79.1%
-90.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.1% |
| 7D | -3.5% | -4.3% | +0.7% | -2.3% |
| 30D | -7.1% | -3.6% | -3.5% | -6.1% |
| 3M | -13.1% | -38.8% | +25.7% | -0.2% |
| 6M | -1.1% | -23.8% | +22.7% | +5.9% |
| YTD | -35.9% | -45.9% | +10.1% | -25.0% |
| 1Y | -57.4% | -40.8% | -16.6% | -53.1% |
| All | -11.7% | +79.1% | -90.9% | -56.6% |
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