-47.4%
UPST vs IBB
+36.9%
-84.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.1% | -7.2% | -7.2% |
| 7D | -4.5% | +0.8% | -5.3% | -5.0% |
| 30D | -15.3% | +5.2% | -20.5% | -19.0% |
| 3M | -32.4% | +8.6% | -41.0% | -37.1% |
| 6M | -29.5% | +27.8% | -57.3% | -44.6% |
| YTD | -53.3% | +28.8% | -82.1% | -63.7% |
| 1Y | -47.4% | +36.4% | -83.8% | -62.7% |
| All | -47.4% | +36.9% | -84.2% | -62.7% |
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