-93.5%
UPST vs IBN
+68.5%
-162.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.2% | -5.3% | -5.3% |
| 7D | -4.9% | +15.1% | -20.0% | -17.9% |
| 30D | -8.9% | +21.6% | -30.5% | -25.8% |
| 3M | -26.3% | +11.2% | -37.5% | -34.3% |
| 6M | -23.7% | +27.8% | -51.5% | -41.1% |
| YTD | -49.9% | +14.7% | -64.6% | -57.0% |
| 1Y | -42.0% | +14.4% | -56.4% | -50.1% |
| 3Y | -25.3% | +52.1% | -77.4% | -58.3% |
| All | -93.5% | +68.5% | -162.0% | -96.9% |
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