-58.9%
UPST vs BBIO
+36.5%
-95.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.0% |
| 7D | -8.8% | -3.2% | -5.6% | -7.9% |
| 30D | -12.1% | -13.6% | +1.5% | -8.4% |
| 3M | -19.5% | +7.2% | -26.7% | -21.6% |
| 6M | -6.8% | +1.5% | -8.3% | -8.2% |
| YTD | -41.5% | -5.3% | -36.2% | -42.1% |
| 1Y | -58.9% | +37.7% | -96.6% | -61.8% |
| All | -58.9% | +36.5% | -95.3% | -61.8% |
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