-11.7%
UPST vs MNDY
-52.1%
+40.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.1% | +4.3% | -0.3% |
| 7D | -1.5% | -13.3% | +11.8% | +4.5% |
| 30D | -13.2% | -10.2% | -3.1% | -9.8% |
| 3M | -13.0% | -0.1% | -12.9% | -14.9% |
| 6M | -2.9% | +6.3% | -9.2% | -9.6% |
| YTD | -38.3% | -43.3% | +5.0% | -24.1% |
| 1Y | -60.5% | -56.1% | -4.3% | -45.2% |
| 3Y | -11.7% | -51.1% | +39.4% | +0.4% |
| All | -11.7% | -52.1% | +40.4% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling