-14.2%
UPST vs ITOT
+75.4%
-89.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -2.5% |
| 7D | -8.1% | -0.4% | -7.7% | -7.1% |
| 30D | -14.3% | -1.6% | -12.7% | -9.9% |
| 3M | -16.6% | +3.5% | -20.2% | -23.5% |
| 6M | -7.3% | +13.1% | -20.4% | -33.0% |
| YTD | -40.8% | +12.7% | -53.5% | -56.2% |
| 1Y | -62.4% | +18.3% | -80.7% | -75.4% |
| All | -14.2% | +75.4% | -89.6% | -83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling