+25.0%
IQV vs UPST
-48.7%
+73.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.4% | -8.9% | -1.4% |
| 7D | -5.5% | -3.1% | -2.3% | -5.0% |
| 30D | -0.9% | -4.0% | +3.1% | -0.3% |
| 3M | +15.6% | -22.9% | +38.5% | +20.8% |
| 6M | +63.9% | -27.1% | +91.0% | +72.4% |
| YTD | +17.0% | -46.5% | +63.6% | +30.3% |
| 1Y | +25.0% | -49.4% | +74.5% | +39.4% |
| All | +25.0% | -48.7% | +73.7% | +39.4% |
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