-47.5%
INTU vs UPST
-44.0%
-3.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.3% |
| 7D | -3.9% | +4.4% | -8.4% | -4.8% |
| 30D | +11.7% | -7.7% | +19.4% | +13.0% |
| 3M | +4.5% | -28.4% | +32.9% | +10.8% |
| 6M | -13.9% | -23.2% | +9.3% | -10.7% |
| YTD | -48.2% | -49.1% | +0.9% | -42.4% |
| All | -47.5% | -44.0% | -3.5% | -43.2% |
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