-91.6%
UPST vs IONS
-11.8%
-79.8%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.4% | -4.3% | -1.1% |
| 7D | -10.6% | -26.3% | +15.6% | +2.0% |
| 30D | -14.0% | -31.9% | +18.0% | +2.6% |
| 3M | -36.8% | -48.0% | +11.1% | -14.1% |
| 6M | -27.5% | -62.6% | +35.0% | +12.3% |
| YTD | -55.3% | -63.3% | +8.0% | -30.8% |
| 1Y | -47.5% | -58.4% | +10.8% | -24.7% |
| 3Y | -10.4% | -38.2% | +27.8% | -11.2% |
| All | -91.6% | -11.8% | -79.8% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling