-11.7%
UPST vs FIVN
-52.8%
+41.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -0.2% |
| 7D | -3.5% | -2.3% | -1.3% | -2.3% |
| 30D | -7.1% | +12.4% | -19.5% | -14.6% |
| 3M | -13.1% | +36.0% | -49.1% | -30.3% |
| 6M | -1.1% | +86.0% | -87.1% | -38.5% |
| YTD | -35.9% | +65.9% | -101.8% | -57.6% |
| 1Y | -57.4% | +26.5% | -83.9% | -65.5% |
| All | -11.7% | -52.8% | +41.0% | +28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling