-51.7%
UPST vs FIVE
+63.0%
-114.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.4% | -6.3% |
| 7D | -13.5% | +2.4% | -16.0% | -14.3% |
| 30D | -19.6% | +15.8% | -35.5% | -23.6% |
| 3M | -34.2% | +3.8% | -38.0% | -35.1% |
| 6M | -31.2% | +18.5% | -49.8% | -36.6% |
| YTD | -56.2% | +31.2% | -87.4% | -64.8% |
| 1Y | -51.7% | +61.8% | -113.5% | -68.6% |
| All | -51.7% | +63.0% | -114.7% | -68.6% |
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