ALTI vs UPB

Comparison between AlTi Global Inc - Class A (ALTI, Company) and Upstream Bio Inc (UPB, Company).

ALTI is from the Financial Services sector, while UPB is from the Healthcare sector.

ALTI vs UPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ALTI(COMPANY)	UPB(COMPANY)
Market Cap	$376M	$376M
Max Drawdown	83.64%	81.84%
Sharpe Ratio	-0.28	-0.07
5Y Beta	0.71	1.10
Industry	Asset Management	Biotechnology
P/E Ratio	-3.67	-2.39
Debt to Equity	2.43%	0.00%
Free Cash Flow Yield	-14.08%	-37.25%
P/S Ratio	2.00	107.96
P/B Ratio	1.44	1.25

Market Cap

ALTI

$376M

Winner

UPB

$376M

Max Drawdown

ALTI

83.64%

Winner

UPB

81.84%

Sharpe Ratio

ALTI

-0.28

Winner

UPB

-0.07

5Y Beta

Winner

ALTI

0.71

UPB

1.10

Industry

ALTI

Asset Management

UPB

Biotechnology

P/E Ratio

Winner

ALTI

-3.67

UPB

-2.39

Debt to Equity

ALTI

2.43%

Winner

UPB

0.00%

Free Cash Flow Yield

Winner

ALTI

-14.08%

UPB

-37.25%

P/S Ratio

Winner

ALTI

2.00

UPB

107.96

P/B Ratio

ALTI

1.44

Winner

UPB

1.25

ALTI vs UPB - Historical Returns

Returns include dividend reinvestment.

Period	ALTI	UPB
1 month	+7.44%	+1.27%
3 months	-11.47%	-33.33%
6 months	-24.55%	-78.68%
1 year	-24.37%	-44.49%
Max(CAGR)	-27.36%	-50.03%

Winner

ALTI

+7.44%

UPB

+1.27%

Winner

ALTI

-11.47%

UPB

-33.33%

Winner

ALTI

-24.55%

UPB

-78.68%

Winner

ALTI

-24.37%

UPB

-44.49%

Max(CAGR)

Winner

ALTI

-27.36%

UPB

-50.03%

ALTI vs UPB - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	ALTI	UPB
2026	-29.51%	-76.36%
2025	+5.69%	+66.56%
2024	-45.82%	-25.27%
2023	-15.20%	N/A

ALTI vs UPB Drawdown Comparison

The maximum drawdown for ALTI was -83.64%, occurring on Mar 17, 2025. This drawdown has not yet recovered.

The maximum drawdown for UPB was -81.84%, occurring on Jun 16, 2026. This drawdown has not yet recovered.

The current ALTI drawdown is -78.44%. The current UPB drawdown is -80.37%.

Rank	ALTI	UPB
#1	-83.64% Jan 25, 2023 - Mar 17, 2025	-81.84% Jan 13, 2026 - Jun 16, 2026
#2	-22.56% Jan 3, 2023 - Jan 25, 2023	-77.84% Nov 5, 2024 - Nov 25, 2025
#3	N/A	-14.99% Dec 22, 2025 - Jan 12, 2026
#4	N/A	-13.70% Dec 1, 2025 - Dec 16, 2025
#5	N/A	-6.45% Oct 21, 2024 - Nov 5, 2024
#6	N/A	-3.38% Dec 16, 2025 - Dec 18, 2025
#7	N/A	-2.88% Nov 25, 2025 - Dec 1, 2025
#8	N/A	-1.71% Dec 18, 2025 - Dec 22, 2025
#9	N/A	-1.63% Oct 14, 2024 - Oct 16, 2024
#10	N/A	-0.13% Oct 16, 2024 - Oct 18, 2024