-59.8%
UPST vs INDA
-9.3%
-50.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -1.3% |
| 7D | -12.0% | -3.6% | -8.4% | -6.9% |
| 30D | -16.0% | -4.0% | -12.1% | -10.7% |
| 3M | -17.2% | +1.7% | -18.9% | -18.4% |
| 6M | -10.9% | -3.6% | -7.2% | -6.5% |
| YTD | -42.6% | -11.0% | -31.6% | -34.4% |
| 1Y | -59.8% | -9.5% | -50.3% | -56.3% |
| All | -59.8% | -9.3% | -50.5% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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