-4.8%
UPST vs IONS
+13.1%
-18.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -3.5% | -4.8% | +1.3% | -0.9% |
| 30D | -7.1% | +7.2% | -14.3% | -11.0% |
| 3M | -13.1% | -22.7% | +9.6% | -4.2% |
| 6M | -1.1% | -26.9% | +25.8% | +12.0% |
| YTD | -35.9% | -26.6% | -9.3% | -28.1% |
| 1Y | -57.4% | -2.1% | -55.3% | -60.8% |
| 3Y | -14.9% | +43.4% | -58.3% | -47.6% |
| 5Y | -88.7% | +47.0% | -135.6% | -93.4% |
| All | -4.8% | +13.1% | -18.0% | -27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling