-47.4%
UPST vs IONS
-59.8%
+12.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -9.1% | +0.8% | -6.9% |
| 7D | -4.5% | -30.3% | +25.8% | -0.2% |
| 30D | -15.3% | -37.7% | +22.4% | -9.9% |
| 3M | -32.4% | -50.5% | +18.1% | -26.0% |
| 6M | -29.5% | -62.8% | +33.2% | -24.6% |
| YTD | -53.3% | -64.4% | +11.0% | -49.3% |
| 1Y | -47.4% | -59.5% | +12.1% | -49.3% |
| All | -47.4% | -59.8% | +12.4% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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