-51.7%
UPST vs IBB
+30.0%
-81.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.7% | -4.6% |
| 7D | -13.5% | +1.6% | -15.1% | -14.7% |
| 30D | -19.6% | +6.7% | -26.3% | -24.0% |
| 3M | -34.2% | +6.3% | -40.5% | -37.4% |
| 6M | -31.2% | +23.9% | -55.1% | -44.2% |
| YTD | -56.2% | +26.6% | -82.8% | -65.6% |
| 1Y | -51.7% | +29.6% | -81.3% | -63.8% |
| All | -51.7% | +30.0% | -81.7% | -63.8% |
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