-38.4%
INTU vs UPST
-88.8%
+50.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | -3.2% |
| 7D | -7.1% | -3.5% | -3.5% | -6.7% |
| 30D | +1.5% | -7.1% | +8.6% | +2.3% |
| 3M | +10.7% | -13.1% | +23.7% | +12.2% |
| 6M | -23.8% | -1.1% | -22.7% | -24.4% |
| YTD | -49.3% | -35.9% | -13.4% | -47.2% |
| 1Y | -49.7% | -57.4% | +7.8% | -45.2% |
| 3Y | -38.0% | -14.9% | -23.1% | -44.7% |
| All | -38.4% | -88.8% | +50.4% | -45.6% |
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