-90.8%
UPST vs BBIO
+42.7%
-133.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.0% |
| 7D | -8.8% | -3.2% | -5.6% | -7.8% |
| 30D | -12.1% | -13.6% | +1.5% | -8.0% |
| 3M | -19.5% | +7.2% | -26.7% | -21.8% |
| 6M | -6.8% | +1.5% | -8.3% | -8.2% |
| YTD | -41.5% | -5.3% | -36.2% | -41.5% |
| 1Y | -58.9% | +37.7% | -96.6% | -63.8% |
| 3Y | -15.2% | +153.9% | -169.1% | -39.9% |
| All | -90.8% | +42.7% | -133.5% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling