-91.1%
UPST vs MNDY
-78.9%
-12.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -1.0% | -2.2% |
| 7D | -8.1% | -14.1% | +6.0% | +0.5% |
| 30D | -14.3% | -8.5% | -5.8% | -10.7% |
| 3M | -16.6% | -2.5% | -14.1% | -18.5% |
| 6M | -7.3% | +0.1% | -7.3% | -13.9% |
| YTD | -40.8% | -45.0% | +4.2% | -22.1% |
| 1Y | -62.4% | -58.1% | -4.3% | -42.0% |
| 3Y | -15.3% | -52.6% | +37.3% | 0.0% |
| 5Y | -91.1% | -79.3% | -11.8% | -85.1% |
| All | -91.1% | -78.9% | -12.1% | -85.1% |
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