-6.5%
UPST vs FIVN
-55.8%
+49.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.9% | -4.4% | -6.2% |
| 7D | -4.5% | -22.4% | +17.9% | +8.4% |
| 30D | -15.3% | -23.8% | +8.5% | -3.1% |
| 3M | -32.4% | -19.5% | -12.9% | -26.2% |
| 6M | -29.5% | +25.6% | -55.1% | -43.0% |
| YTD | -53.3% | +38.4% | -91.7% | -66.4% |
| 1Y | -47.4% | +33.7% | -81.0% | -61.2% |
| All | -6.5% | -55.8% | +49.2% | +37.8% |
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 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