+58.9%
IBIT vs UPST
-35.2%
+94.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.6% |
| 7D | -2.4% | +4.4% | -6.8% | -3.1% |
| 30D | -9.1% | -7.7% | -1.4% | -8.1% |
| 3M | +15.0% | -28.4% | +43.4% | +20.9% |
| 6M | -6.9% | -23.2% | +16.3% | -3.7% |
| YTD | -14.8% | -49.1% | +34.4% | -7.1% |
| 1Y | -28.1% | -42.4% | +14.2% | -23.1% |
| All | +58.9% | -35.2% | +94.1% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling