+54.4%
INTC vs UPST
-44.0%
+98.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.8% | +5.1% |
| 7D | -1.0% | +4.4% | -5.4% | -2.2% |
| 30D | -43.3% | -7.7% | -35.6% | -41.6% |
| 3M | -41.6% | -28.4% | -13.2% | -36.7% |
| 6M | -52.5% | -23.2% | -29.3% | -49.0% |
| YTD | +60.9% | -49.1% | +110.0% | +76.3% |
| All | +54.4% | -44.0% | +98.4% | +62.4% |
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