-49.4%
UPST vs MNDY
-51.7%
+2.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +6.0% | +8.4% |
| 7D | -3.1% | -1.0% | -2.1% | -2.9% |
| 30D | -4.0% | +17.1% | -21.1% | -8.4% |
| 3M | -22.9% | +3.2% | -26.1% | -24.5% |
| 6M | -27.1% | +25.2% | -52.3% | -33.3% |
| YTD | -46.5% | -34.4% | -12.1% | -41.8% |
| 1Y | -49.4% | -49.8% | +0.3% | -37.9% |
| All | -49.4% | -51.7% | +2.2% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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