-62.4%
UPST vs ITUB
+28.5%
-91.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -2.5% |
| 7D | -8.1% | 0.0% | -8.1% | -8.1% |
| 30D | -14.3% | +2.6% | -16.9% | -15.7% |
| 3M | -16.6% | +8.4% | -25.1% | -21.3% |
| 6M | -7.3% | -0.5% | -6.7% | -7.3% |
| YTD | -40.8% | +15.3% | -56.1% | -44.1% |
| 1Y | -62.4% | +28.7% | -91.1% | -67.2% |
| All | -62.4% | +28.5% | -91.0% | -67.2% |
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