-12.4%
INFQ vs UPST
-12.9%
+0.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.8% | +10.1% | +8.9% |
| 7D | +7.6% | -1.5% | +9.1% | +8.4% |
| 30D | +14.7% | -13.2% | +27.9% | +25.8% |
| 3M | -7.8% | -13.0% | +5.2% | +0.3% |
| 6M | +28.0% | -2.9% | +30.9% | +21.3% |
| All | -12.4% | -12.9% | +0.5% | -6.8% |
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