-51.7%
UPST vs IBN
+13.1%
-64.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.1% |
| 7D | -13.5% | +5.7% | -19.2% | -17.3% |
| 30D | -19.6% | +20.5% | -40.1% | -31.6% |
| 3M | -34.2% | +15.2% | -49.4% | -41.8% |
| 6M | -31.2% | +34.5% | -65.7% | -47.1% |
| YTD | -56.2% | +16.4% | -72.6% | -62.6% |
| 1Y | -51.7% | +13.5% | -65.2% | -58.3% |
| All | -51.7% | +13.1% | -64.7% | -58.3% |
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