+66.1%
INTC vs UPST
-49.8%
+116.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -3.1% |
| 7D | +6.0% | -10.6% | +16.6% | +9.1% |
| 30D | -39.2% | -14.0% | -25.2% | -36.2% |
| 3M | -42.9% | -36.8% | -6.1% | -36.3% |
| 6M | -50.4% | -27.5% | -22.9% | -45.6% |
| YTD | +61.7% | -55.3% | +117.0% | +81.6% |
| 1Y | +66.1% | -47.5% | +113.7% | +80.2% |
| All | +66.1% | -49.8% | +116.0% | +80.2% |
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