-51.7%
UPST vs BIYA
-98.5%
+46.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.0% | -6.9% |
| 7D | -13.5% | +10.0% | -23.5% | -13.4% |
| 30D | -19.6% | -17.7% | -2.0% | -19.7% |
| 3M | -34.2% | -55.0% | +20.8% | -34.5% |
| 6M | -31.2% | -85.1% | +53.9% | -31.2% |
| YTD | -56.2% | -96.9% | +40.7% | -55.0% |
| 1Y | -51.7% | -98.5% | +46.8% | -44.3% |
| All | -51.7% | -98.5% | +46.9% | -44.3% |
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