-3.2%
INTU vs UPST
-24.8%
+21.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.2% |
| 7D | +0.1% | -10.6% | +10.7% | +1.1% |
| 30D | +10.1% | -14.0% | +24.1% | +11.4% |
| 3M | -4.2% | -36.8% | +32.7% | -0.2% |
| 6M | -7.2% | -27.5% | +20.3% | -5.0% |
| YTD | -47.7% | -55.3% | +7.6% | -44.3% |
| 1Y | -46.7% | -47.5% | +0.8% | -44.1% |
| 3Y | -34.1% | -10.4% | -23.6% | -38.6% |
| 5Y | -43.3% | -92.6% | +49.3% | -46.5% |
| All | -3.2% | -24.8% | +21.6% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling