+57.4%
INTC vs UPST
-48.7%
+106.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +9.4% | -13.2% | -6.1% |
| 7D | -39.0% | -3.1% | -35.9% | -38.1% |
| 30D | -49.8% | -4.0% | -45.9% | -49.0% |
| 3M | -42.2% | -22.9% | -19.3% | -38.8% |
| 6M | -39.2% | -27.1% | -12.0% | -35.0% |
| YTD | +57.9% | -46.5% | +104.4% | +70.4% |
| 1Y | +57.4% | -49.4% | +106.8% | +70.3% |
| All | +57.4% | -48.7% | +106.0% | +70.3% |
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