+27.8%
INTC vs UPST
-92.5%
+120.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -2.8% |
| 7D | +6.0% | -10.6% | +16.6% | +7.6% |
| 30D | -39.2% | -14.0% | -25.2% | -37.8% |
| 3M | -42.9% | -36.8% | -6.1% | -39.4% |
| 6M | -50.4% | -27.5% | -22.9% | -48.3% |
| YTD | +61.7% | -55.3% | +117.0% | +76.9% |
| 1Y | +66.1% | -47.5% | +113.7% | +77.8% |
| 3Y | +58.1% | -10.4% | +68.6% | +47.5% |
| All | +27.8% | -92.5% | +120.3% | +36.9% |
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