-41.6%
INTU vs UPST
-92.3%
+50.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.3% | +8.9% | +1.7% |
| 7D | -1.2% | -4.5% | +3.3% | -0.7% |
| 30D | +12.4% | -15.3% | +27.8% | +14.6% |
| 3M | +2.3% | -32.4% | +34.7% | +7.2% |
| 6M | -13.3% | -29.5% | +16.2% | -10.2% |
| YTD | -47.9% | -53.3% | +5.4% | -43.5% |
| 1Y | -47.2% | -47.4% | +0.2% | -43.7% |
| 3Y | -33.9% | -2.2% | -31.7% | -42.3% |
| All | -41.6% | -92.3% | +50.7% | -44.0% |
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