-57.5%
UPST vs ZYBT
-58.9%
+1.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.0% |
| 7D | -8.8% | -3.7% | -5.0% | -8.8% |
| 30D | -12.1% | 0.0% | -12.1% | -12.1% |
| 3M | -19.5% | +72.2% | -91.7% | -18.7% |
| 6M | -6.8% | +103.1% | -110.0% | -8.5% |
| YTD | -41.5% | +34.8% | -76.3% | -41.2% |
| 1Y | -58.9% | -83.2% | +24.3% | -53.5% |
| All | -57.5% | -58.9% | +1.4% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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