-62.4%
UPST vs BIIB
+49.3%
-111.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -4.0% |
| 7D | -8.1% | -5.4% | -2.7% | -7.9% |
| 30D | -14.3% | +1.7% | -16.0% | -14.0% |
| 3M | -16.6% | +5.8% | -22.5% | -16.2% |
| 6M | -7.3% | +11.9% | -19.2% | -7.4% |
| YTD | -40.8% | +19.7% | -60.5% | -42.5% |
| 1Y | -62.4% | +46.7% | -109.2% | -65.7% |
| All | -62.4% | +49.3% | -111.7% | -65.7% |
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