-47.6%
UPST vs INDA
-5.0%
-42.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.6% | -8.9% | -9.1% |
| 7D | -4.5% | +6.2% | -10.7% | -12.5% |
| 30D | -15.3% | +12.4% | -27.7% | -28.6% |
| 3M | -32.4% | +3.2% | -35.6% | -35.1% |
| 6M | -29.5% | +3.8% | -33.3% | -32.9% |
| YTD | -53.3% | -4.3% | -49.0% | -51.9% |
| All | -47.6% | -5.0% | -42.6% | -45.0% |
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