-49.4%
UPST vs BBIO
+26.8%
-76.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.2% | +4.2% | +7.7% |
| 7D | -3.1% | +10.0% | -13.1% | -6.1% |
| 30D | -4.0% | +17.8% | -21.7% | -9.0% |
| 3M | -22.9% | -5.1% | -17.8% | -21.8% |
| 6M | -27.1% | +12.9% | -40.0% | -30.7% |
| YTD | -46.5% | +1.8% | -48.4% | -48.7% |
| 1Y | -49.4% | +26.9% | -76.4% | -57.0% |
| All | -49.4% | +26.8% | -76.3% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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