-49.4%
UPST vs BIIB
+68.6%
-118.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.2% | +7.2% | +9.4% |
| 7D | -3.1% | +4.3% | -7.4% | -3.1% |
| 30D | -4.0% | +13.8% | -17.8% | -3.7% |
| 3M | -22.9% | +22.1% | -45.0% | -22.2% |
| 6M | -27.1% | +35.9% | -63.0% | -25.5% |
| YTD | -46.5% | +44.6% | -91.1% | -46.1% |
| 1Y | -49.4% | +70.4% | -119.8% | -51.8% |
| All | -49.4% | +68.6% | -118.1% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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