+56.5%
IBIT vs UPST
-40.6%
+97.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.3% | +6.8% | -0.2% |
| 7D | -5.4% | -4.5% | -0.9% | -4.7% |
| 30D | -10.5% | -15.3% | +4.8% | -8.2% |
| 3M | +15.0% | -32.4% | +47.5% | +22.0% |
| 6M | -8.3% | -29.5% | +21.2% | -3.8% |
| YTD | -16.1% | -53.3% | +37.3% | -7.3% |
| 1Y | -30.8% | -47.4% | +16.6% | -24.8% |
| All | +56.5% | -40.6% | +97.1% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling