-47.5%
UPST vs ITOT
+12.1%
-59.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +3.2% |
| 7D | -10.6% | +2.5% | -13.1% | -16.6% |
| 30D | -14.0% | -1.7% | -12.3% | -9.6% |
| 3M | -36.8% | -3.4% | -33.5% | -29.8% |
| 6M | -27.5% | +2.1% | -29.6% | -30.4% |
| YTD | -55.3% | +11.5% | -66.8% | -65.9% |
| 1Y | -47.5% | +13.6% | -61.2% | -62.0% |
| All | -47.5% | +12.1% | -59.7% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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