-67.4%
IREN vs UPST
-48.7%
-18.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +9.4% | -20.6% | -15.5% |
| 7D | -24.7% | -3.1% | -21.6% | -23.9% |
| 30D | -46.4% | -4.0% | -42.4% | -45.5% |
| 3M | -46.9% | -22.9% | -24.0% | -40.2% |
| 6M | -56.1% | -27.1% | -29.0% | -50.3% |
| YTD | -42.5% | -46.5% | +4.0% | -27.5% |
| 1Y | -67.4% | -49.4% | -18.0% | -57.6% |
| All | -67.4% | -48.7% | -18.7% | -57.6% |
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 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