-25.3%
UPST vs IONS
-16.4%
-8.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.7% |
| 7D | -4.9% | -9.4% | +4.5% | -1.6% |
| 30D | -8.9% | -10.7% | +1.9% | -5.3% |
| 3M | -26.3% | -27.7% | +1.3% | -18.3% |
| 6M | -23.7% | -48.7% | +25.0% | -8.0% |
| YTD | -49.9% | -50.2% | +0.2% | -39.3% |
| 1Y | -42.0% | -46.8% | +4.8% | -31.5% |
| 3Y | -25.3% | -14.8% | -10.4% | -42.3% |
| All | -25.3% | -16.4% | -8.9% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling