-82.9%
UPST vs MNDY
-50.8%
-32.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.0% | -8.1% | -5.9% |
| 7D | -12.0% | -12.5% | +0.5% | -5.4% |
| 30D | -16.0% | -2.6% | -13.4% | -15.9% |
| 3M | -17.2% | +4.2% | -21.4% | -22.1% |
| 6M | -10.9% | +9.8% | -20.6% | -21.1% |
| YTD | -42.6% | -42.3% | -0.3% | -27.8% |
| 1Y | -59.8% | -54.5% | -5.3% | -42.5% |
| 3Y | -17.9% | -50.3% | +32.4% | -4.4% |
| 5Y | -90.7% | -77.1% | -13.6% | -86.8% |
| All | -82.9% | -50.8% | -32.0% | -77.8% |
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