-6.5%
UPST vs MNDY
-51.1%
+44.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.4% | -3.8% | -6.4% |
| 7D | -4.5% | -18.4% | +13.9% | +3.7% |
| 30D | -15.3% | -14.1% | -1.2% | -10.4% |
| 3M | -32.4% | -13.8% | -18.6% | -29.7% |
| 6M | -29.5% | +6.0% | -35.5% | -35.1% |
| YTD | -53.3% | -48.2% | -5.1% | -41.3% |
| 1Y | -47.4% | -54.0% | +6.7% | -29.8% |
| All | -6.5% | -51.1% | +44.6% | +3.8% |
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 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