-49.4%
UPST vs FIVN
+55.4%
-104.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.6% | +7.8% | +8.8% |
| 7D | -3.1% | -3.4% | +0.3% | -1.9% |
| 30D | -4.0% | +5.8% | -9.7% | -5.9% |
| 3M | -22.9% | +22.0% | -44.9% | -28.9% |
| 6M | -27.1% | +55.7% | -82.9% | -38.9% |
| YTD | -46.5% | +81.3% | -127.8% | -58.6% |
| 1Y | -49.4% | +58.0% | -107.4% | -56.8% |
| All | -49.4% | +55.4% | -104.8% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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