-11.3%
INTU vs UPST
-21.8%
+10.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.6% | -3.6% |
| 7D | +0.1% | -4.9% | +5.0% | +0.6% |
| 30D | +15.4% | -8.9% | +24.3% | +16.4% |
| 3M | +6.6% | -26.3% | +32.9% | +10.0% |
| 6M | -11.3% | -23.7% | +12.4% | -9.9% |
| All | -11.3% | -21.8% | +10.5% | -9.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling