-49.4%
UPST vs BMRN
+8.7%
-58.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +8.8% |
| 7D | -3.1% | +2.0% | -5.2% | -3.6% |
| 30D | -4.0% | -0.7% | -3.3% | -3.9% |
| 3M | -22.9% | -5.9% | -17.0% | -22.0% |
| 6M | -27.1% | +3.0% | -30.1% | -27.5% |
| YTD | -46.5% | -3.9% | -42.7% | -46.2% |
| 1Y | -49.4% | +8.8% | -58.2% | -50.9% |
| All | -49.4% | +8.7% | -58.1% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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