-11.7%
UPST vs JAAA
+18.9%
-30.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -2.6% |
| 7D | -3.5% | +0.2% | -3.7% | -5.7% |
| 30D | -7.1% | +0.5% | -7.7% | -13.1% |
| 3M | -13.1% | +1.3% | -14.3% | -25.8% |
| 6M | -1.1% | +2.7% | -3.8% | -28.7% |
| YTD | -35.9% | +3.2% | -39.0% | -56.2% |
| 1Y | -57.4% | +4.9% | -62.3% | -76.1% |
| All | -11.7% | +18.9% | -30.7% | -77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling