-91.7%
UPST vs MNDY
-79.6%
-12.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.4% | -3.8% | -5.6% |
| 7D | -4.5% | -18.4% | +13.9% | +7.7% |
| 30D | -15.3% | -14.1% | -1.2% | -8.3% |
| 3M | -32.4% | -13.8% | -18.6% | -28.9% |
| 6M | -29.5% | +6.0% | -35.5% | -38.2% |
| YTD | -53.3% | -48.2% | -5.1% | -37.7% |
| 1Y | -47.4% | -54.0% | +6.7% | -24.1% |
| 3Y | -2.2% | -45.5% | +43.3% | -0.1% |
| All | -91.7% | -79.6% | -12.1% | -86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling