-86.6%
UPST vs MNDY
-55.0%
-31.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.4% |
| 7D | -10.6% | -11.3% | +0.6% | -4.7% |
| 30D | -14.0% | -10.8% | -3.2% | -9.0% |
| 3M | -36.8% | -17.3% | -19.6% | -32.0% |
| 6M | -27.5% | +15.2% | -42.7% | -38.4% |
| YTD | -55.3% | -47.1% | -8.1% | -42.1% |
| 1Y | -47.5% | -51.4% | +3.9% | -28.5% |
| 3Y | -10.4% | -49.6% | +39.2% | +1.2% |
| 5Y | -92.6% | -78.6% | -14.0% | -89.3% |
| All | -86.6% | -55.0% | -31.7% | -82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling