-49.4%
UPST vs BIYA
-98.4%
+48.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.3% | +12.7% | +9.4% |
| 7D | -3.1% | -4.0% | +0.9% | -3.2% |
| 30D | -4.0% | -15.0% | +11.0% | -3.9% |
| 3M | -22.9% | -58.1% | +35.2% | -23.7% |
| 6M | -27.1% | -90.0% | +62.9% | -28.1% |
| YTD | -46.5% | -96.9% | +50.4% | -47.2% |
| 1Y | -49.4% | -98.2% | +48.8% | -50.9% |
| All | -49.4% | -98.4% | +48.9% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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