-4.8%
UPST vs FIVN
-80.3%
+75.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | 0.0% |
| 7D | -3.5% | -2.3% | -1.3% | -2.1% |
| 30D | -7.1% | +12.4% | -19.5% | -15.8% |
| 3M | -13.1% | +36.0% | -49.1% | -32.6% |
| 6M | -1.1% | +86.0% | -87.1% | -42.1% |
| YTD | -35.9% | +65.9% | -101.8% | -60.1% |
| 1Y | -57.4% | +26.5% | -83.9% | -67.7% |
| 3Y | -14.9% | -54.2% | +39.3% | +29.7% |
| 5Y | -88.7% | -80.5% | -8.2% | -72.6% |
| All | -4.8% | -80.3% | +75.5% | +122.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling