-7.5%
IGV vs UPST
-48.7%
+41.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.4% | -8.5% | -1.5% |
| 7D | -7.5% | -3.1% | -4.3% | -6.9% |
| 30D | -5.6% | -4.0% | -1.6% | -4.9% |
| 3M | +1.5% | -22.9% | +24.4% | +7.8% |
| 6M | +17.1% | -27.1% | +44.2% | +25.3% |
| YTD | -2.0% | -46.5% | +44.5% | +8.3% |
| 1Y | -7.5% | -49.4% | +41.9% | +2.8% |
| All | -7.5% | -48.7% | +41.2% | +2.8% |
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 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