-49.4%
UPST vs INVH
+1.1%
-50.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.6% | +5.8% | +8.0% |
| 7D | -3.1% | +3.1% | -6.2% | -4.2% |
| 30D | -4.0% | +5.8% | -9.8% | -6.0% |
| 3M | -22.9% | -8.5% | -14.4% | -20.9% |
| 6M | -27.1% | -1.3% | -25.8% | -27.0% |
| YTD | -46.5% | +2.6% | -49.1% | -47.9% |
| 1Y | -49.4% | +0.7% | -50.2% | -47.1% |
| All | -49.4% | +1.1% | -50.5% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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