-49.4%
UPST vs BNS
+52.0%
-101.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.0% | +6.4% | +6.2% |
| 7D | -3.1% | +2.0% | -5.1% | -5.0% |
| 30D | -4.0% | +7.8% | -11.8% | -11.0% |
| 3M | -22.9% | +11.7% | -34.6% | -31.8% |
| 6M | -27.1% | +28.2% | -55.4% | -47.3% |
| YTD | -46.5% | +34.8% | -81.3% | -63.4% |
| 1Y | -49.4% | +51.1% | -100.5% | -69.8% |
| All | -49.4% | +52.0% | -101.4% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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