-23.7%
UPST vs IBN
+27.5%
-51.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.2% | -5.3% | -4.1% |
| 7D | -4.9% | +15.1% | -20.0% | -15.3% |
| 30D | -8.9% | +21.6% | -30.5% | -23.3% |
| 3M | -26.3% | +11.2% | -37.5% | -32.7% |
| 6M | -23.7% | +27.8% | -51.5% | -39.0% |
| All | -23.7% | +27.5% | -51.2% | -39.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling