-49.4%
UPST vs JAAA
+4.8%
-54.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.4% | +9.4% |
| 7D | -3.1% | +0.2% | -3.3% | -5.5% |
| 30D | -4.0% | +0.4% | -4.4% | -10.6% |
| 3M | -22.9% | +1.2% | -24.1% | -36.9% |
| 6M | -27.1% | +2.3% | -29.5% | -50.9% |
| YTD | -46.5% | +3.9% | -50.4% | -68.5% |
| 1Y | -49.4% | +4.8% | -54.2% | -70.2% |
| All | -49.4% | +4.8% | -54.2% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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