-57.4%
UPST vs BIYA
-98.3%
+40.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.7% |
| 7D | -3.5% | +1.3% | -4.9% | -3.5% |
| 30D | -7.1% | -21.0% | +13.9% | -7.4% |
| 3M | -13.1% | -74.3% | +61.2% | -13.8% |
| 6M | -1.1% | -84.6% | +83.5% | -0.2% |
| YTD | -35.9% | -94.2% | +58.3% | -36.0% |
| 1Y | -57.4% | -98.2% | +40.8% | -53.8% |
| All | -57.4% | -98.3% | +40.9% | -53.8% |
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