-6.9%
IGV vs UPST
-47.4%
+40.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | -1.3% | -12.1% | +10.8% | +2.0% |
| 30D | -8.1% | -13.4% | +5.3% | -4.9% |
| 3M | -1.6% | -31.2% | +29.6% | +7.8% |
| 6M | +12.7% | -28.3% | +41.1% | +21.6% |
| YTD | -3.3% | -53.0% | +49.7% | +10.9% |
| All | -6.9% | -47.4% | +40.4% | +4.5% |
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