-57.4%
UPST vs ITUB
+30.8%
-88.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.2% |
| 7D | -3.5% | +8.7% | -12.3% | -8.0% |
| 30D | -7.1% | -0.7% | -6.4% | -7.1% |
| 3M | -13.1% | +7.8% | -20.9% | -17.6% |
| 6M | -1.1% | -3.4% | +2.3% | -0.4% |
| YTD | -35.9% | +16.3% | -52.1% | -39.6% |
| 1Y | -57.4% | +29.8% | -87.2% | -62.6% |
| All | -57.4% | +30.8% | -88.2% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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