-91.7%
UPST vs FIVN
-83.0%
-8.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.9% | -4.4% | -5.6% |
| 7D | -4.5% | -22.4% | +17.9% | +11.9% |
| 30D | -15.3% | -23.8% | +8.5% | 0.0% |
| 3M | -32.4% | -19.5% | -12.9% | -25.0% |
| 6M | -29.5% | +25.6% | -55.1% | -46.5% |
| YTD | -53.3% | +38.4% | -91.7% | -69.7% |
| 1Y | -47.4% | +33.7% | -81.0% | -64.9% |
| 3Y | -2.2% | -56.2% | +54.0% | +51.5% |
| All | -91.7% | -83.0% | -8.7% | -71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling