-30.0%
IBIT vs UPST
-49.8%
+19.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.7% | -4.2% |
| 7D | -9.2% | -10.6% | +1.5% | -6.2% |
| 30D | -15.8% | -14.0% | -1.8% | -12.3% |
| 3M | +8.5% | -36.8% | +45.4% | +23.6% |
| 6M | -13.7% | -27.5% | +13.8% | -7.2% |
| YTD | -21.6% | -55.3% | +33.7% | -4.4% |
| 1Y | -30.0% | -47.5% | +17.6% | -16.5% |
| All | -30.0% | -49.8% | +19.9% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling