-89.3%
UPST vs IBN
+61.6%
-150.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -0.9% |
| 7D | -3.5% | +1.4% | -4.9% | -4.9% |
| 30D | -7.1% | -0.3% | -6.8% | -7.0% |
| 3M | -13.1% | +17.1% | -30.2% | -26.3% |
| 6M | -1.1% | +3.4% | -4.5% | -4.6% |
| YTD | -35.9% | +2.5% | -38.4% | -37.9% |
| 1Y | -57.4% | -4.2% | -53.3% | -56.3% |
| 3Y | -14.9% | +32.4% | -47.3% | -43.4% |
| All | -89.3% | +61.6% | -150.9% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling