-93.5%
UPST vs IONS
+17.1%
-110.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -2.0% |
| 7D | -4.9% | -9.4% | +4.5% | +0.3% |
| 30D | -8.9% | -10.7% | +1.9% | -3.3% |
| 3M | -26.3% | -27.7% | +1.3% | -13.4% |
| 6M | -23.7% | -48.7% | +25.0% | +3.0% |
| YTD | -49.9% | -50.2% | +0.2% | -32.1% |
| 1Y | -42.0% | -46.8% | +4.8% | -24.4% |
| 3Y | -25.3% | -14.8% | -10.4% | -35.8% |
| All | -93.5% | +17.1% | -110.6% | -95.7% |
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