+326.8%
INTC vs UPST
-59.7%
+386.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.8% | +12.9% | +9.8% |
| 7D | +17.4% | -1.5% | +18.9% | +17.6% |
| 30D | +2.8% | -13.2% | +16.0% | +5.6% |
| 3M | -5.3% | -13.0% | +7.7% | -2.8% |
| 6M | +140.6% | -2.9% | +143.5% | +138.8% |
| YTD | +183.1% | -38.3% | +221.4% | +198.4% |
| 1Y | +326.8% | -60.5% | +387.2% | +381.7% |
| All | +326.8% | -59.7% | +386.5% | +381.7% |
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