-23.7%
UPST vs IBB
+24.7%
-48.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -2.7% |
| 7D | -4.9% | -1.8% | -3.1% | -3.0% |
| 30D | -8.9% | +5.1% | -13.9% | -12.1% |
| 3M | -26.3% | +10.7% | -37.0% | -30.7% |
| 6M | -23.7% | +22.9% | -46.6% | -33.8% |
| All | -23.7% | +24.7% | -48.5% | -33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling