-62.4%
UPST vs FIVN
+13.9%
-76.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -3.0% |
| 7D | -8.1% | -9.6% | +1.5% | -4.5% |
| 30D | -14.3% | -11.9% | -2.4% | -10.3% |
| 3M | -16.6% | +40.1% | -56.7% | -28.1% |
| 6M | -7.3% | +68.3% | -75.6% | -28.0% |
| YTD | -40.8% | +51.5% | -92.3% | -51.7% |
| 1Y | -62.4% | +15.1% | -77.6% | -65.2% |
| All | -62.4% | +13.9% | -76.3% | -65.2% |
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