-12.1%
UPST vs BBIO
+25.1%
-37.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -4.6% |
| 7D | -8.1% | -0.5% | -7.5% | -8.0% |
| 30D | -14.3% | -10.1% | -4.2% | -11.5% |
| 3M | -16.6% | +12.4% | -29.1% | -20.1% |
| 6M | -7.3% | +15.9% | -23.2% | -12.5% |
| YTD | -40.8% | -0.5% | -40.3% | -41.7% |
| 1Y | -62.4% | +42.2% | -104.6% | -67.2% |
| 3Y | -15.3% | +167.8% | -183.1% | -40.4% |
| 5Y | -91.1% | +49.6% | -140.6% | -95.7% |
| All | -12.1% | +25.1% | -37.2% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling