-49.4%
UPST vs IBB
+42.2%
-91.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +6.8% |
| 7D | -3.1% | +2.2% | -5.4% | -4.9% |
| 30D | -4.0% | +6.3% | -10.3% | -9.2% |
| 3M | -22.9% | +16.3% | -39.2% | -32.6% |
| 6M | -27.1% | +30.0% | -57.1% | -43.2% |
| YTD | -46.5% | +31.1% | -77.7% | -58.6% |
| 1Y | -49.4% | +42.0% | -91.4% | -65.4% |
| All | -49.4% | +42.2% | -91.6% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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