Upstream Bio, Inc. (UPB) Stock Total Returns
Growth of $10,000 chart
2024-10-11 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$4,209
Total Return
-57.91%
CAGR
-43.30%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.59% |
| Median | +4.73% |
| Best | +71.47% |
| Worst | -76.32% |
| % of Windows Positive | 60.0% |
1-Year (252 Trading Days)
| Average | +48.74% |
| Median | +26.75% |
| Best | +251.14% |
| Worst | -18.42% |
| % of Windows Positive | 73.6% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -77.84% |
| Average Drawdown | -42.30% |
| Drawdown Duration | 264 Trading Days |
| Sortino Ratio | -0.10 |
| Calmar Ratio | -0.56 |
| CVaR (5%) | -15.39% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -65.89% (-97.10% ann.) | $6589.32 | $0.00 | $0.00 | $0.00 |
| 2025 | +65.15% | +$6514.59 | $0.00 | $0.00 | $0.00 |
| 2024 partial | -25.27% (-73.12% ann.) | $2527.27 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | October 11, 2024 – April 21, 2026 | -57.91% | -43.30% | $5790.91 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.