-29.9%
IBIT vs UPST
-51.0%
+21.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.9% | +2.4% | -2.3% |
| 7D | -6.2% | -13.5% | +7.3% | -2.1% |
| 30D | -14.4% | -19.6% | +5.3% | -8.9% |
| 3M | +12.5% | -34.2% | +46.6% | +26.6% |
| 6M | -11.9% | -31.2% | +19.3% | -3.6% |
| YTD | -18.7% | -56.2% | +37.5% | 0.0% |
| 1Y | -29.9% | -51.7% | +21.7% | -15.4% |
| All | -29.9% | -51.0% | +21.1% | -15.4% |
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