-10.4%
UPST vs IBN
+57.3%
-67.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.8% | +1.9% |
| 7D | -10.6% | +1.9% | -12.5% | -11.7% |
| 30D | -14.0% | +22.1% | -36.1% | -25.1% |
| 3M | -36.8% | +17.1% | -53.9% | -43.4% |
| 6M | -27.5% | +35.5% | -63.1% | -41.0% |
| YTD | -55.3% | +16.8% | -72.1% | -60.1% |
| 1Y | -47.5% | +12.4% | -59.9% | -52.2% |
| 3Y | -10.4% | +58.0% | -68.5% | -43.8% |
| All | -10.4% | +57.3% | -67.8% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling