-80.0%
UPST vs BBAI
-70.8%
-9.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | -3.5% | -4.3% | +0.7% | -3.0% |
| 30D | -7.1% | -3.6% | -3.5% | -6.7% |
| 3M | -13.1% | -38.8% | +25.7% | -7.8% |
| 6M | -1.1% | -23.8% | +22.7% | +2.0% |
| YTD | -35.9% | -45.9% | +10.1% | -31.3% |
| 1Y | -57.4% | -40.8% | -16.6% | -55.3% |
| 3Y | -14.9% | +69.8% | -84.6% | -23.7% |
| 5Y | -88.7% | -70.3% | -18.3% | -88.7% |
| All | -80.0% | -70.8% | -9.2% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling