-1.1%
UPST vs BNS
+30.4%
-31.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -0.6% |
| 7D | -3.5% | +1.5% | -5.1% | -4.9% |
| 30D | -7.1% | +6.0% | -13.1% | -12.1% |
| 3M | -13.1% | +16.3% | -29.4% | -26.9% |
| 6M | -1.1% | +28.8% | -29.9% | -28.0% |
| All | -1.1% | +30.4% | -31.5% | -28.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling