-8.4%
UPST vs IBN
+117.5%
-125.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.5% | -1.3% | -1.5% |
| 7D | -1.5% | -2.2% | +0.7% | +0.5% |
| 30D | -13.2% | -2.3% | -10.9% | -11.5% |
| 3M | -13.0% | +15.9% | -28.8% | -24.1% |
| 6M | -2.9% | +5.6% | -8.5% | -7.5% |
| YTD | -38.3% | -0.1% | -38.2% | -38.5% |
| 1Y | -60.5% | -6.5% | -53.9% | -58.6% |
| 3Y | -11.7% | +29.3% | -41.0% | -34.7% |
| 5Y | -90.2% | +56.6% | -146.7% | -93.7% |
| All | -8.4% | +117.5% | -125.9% | -47.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling