-4.8%
UPST vs INDA
+37.4%
-42.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.5% | +0.7% | -4.2% | -4.7% |
| 30D | -7.1% | -0.8% | -6.3% | -5.6% |
| 3M | -13.1% | +3.9% | -17.0% | -18.5% |
| 6M | -1.1% | -0.7% | -0.4% | +1.1% |
| YTD | -35.9% | -7.7% | -28.2% | -25.2% |
| 1Y | -57.4% | -5.1% | -52.3% | -53.1% |
| 3Y | -14.9% | +13.6% | -28.5% | -36.1% |
| 5Y | -88.7% | +7.8% | -96.5% | -90.2% |
| All | -4.8% | +37.4% | -42.2% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling