-49.4%
UPST vs FIVE
+63.3%
-112.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.7% | +2.7% | +6.6% |
| 7D | -3.1% | +7.5% | -10.6% | -5.8% |
| 30D | -4.0% | +16.7% | -20.7% | -9.5% |
| 3M | -22.9% | +13.4% | -36.3% | -26.7% |
| 6M | -27.1% | +9.0% | -36.2% | -29.5% |
| YTD | -46.5% | +33.8% | -80.3% | -58.7% |
| 1Y | -49.4% | +61.2% | -110.6% | -69.7% |
| All | -49.4% | +63.3% | -112.7% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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