-91.7%
UPST vs BNS
+80.5%
-172.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.8% | -7.5% | -7.1% |
| 7D | -4.5% | -1.1% | -3.4% | -2.6% |
| 30D | -15.3% | +4.7% | -20.0% | -20.9% |
| 3M | -32.4% | +5.5% | -38.0% | -38.6% |
| 6M | -29.5% | +21.7% | -51.2% | -49.5% |
| YTD | -53.3% | +29.5% | -82.8% | -69.8% |
| 1Y | -47.4% | +41.9% | -89.3% | -70.8% |
| 3Y | -2.2% | +148.5% | -150.7% | -79.4% |
| All | -91.7% | +80.5% | -172.2% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling