-49.4%
UPST vs IBN
+4.2%
-53.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.8% | +5.7% | +6.0% |
| 7D | -3.1% | +8.9% | -12.1% | -10.3% |
| 30D | -4.0% | +12.6% | -16.6% | -14.0% |
| 3M | -22.9% | +3.1% | -26.0% | -25.2% |
| 6M | -27.1% | +20.6% | -47.7% | -39.2% |
| YTD | -46.5% | +5.8% | -52.3% | -51.0% |
| 1Y | -49.4% | +3.7% | -53.1% | -52.7% |
| All | -49.4% | +4.2% | -53.6% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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