Performance analysis of Upstart (UPST)
Annual Return
Over the past 3 years, UPST has had an average annual return of -18.58%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, UPST has had an average annual return of -24.20%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 16, 2020, UPST has had an average annual return of -0.12%, underperforming the benchmark SPY, which returned +15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -33.07% | -28.97% | +50.68% | +209.07% | -91.26% | +271.28% | +38.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.24% | -30.63% | -5.80% | +23.12% | +7% | +4.85% | -17.38% | -33.07% | |||||
| 2025 | +5.16% | +2.97% | -30.96% | +3.85% | -1.32% | +37.12% | +26.38% | -10.35% | -30.68% | -6.46% | -5.39% | -2.73% | -28.97% |
| 2024 | -22.27% | -18.92% | +4.43% | -17.71% | +11.71% | -4.57% | +18.39% | +52.17% | -5.85% | +21.66% | +61.86% | -21.86% | +50.68% |
| 2023 | +41.31% | -0.91% | -14.15% | -12.52% | +95.95% | +31.46% | +91.82% | -53.17% | -11.29% | -15.80% | +11.36% | +52.70% | +209.07% |
| 2022 | -27.95% | +44.93% | -30.95% | -31.23% | -32.82% | -37.26% | -23.06% | +6.46% | -19.73% | +11.50% | -15.66% | -32.38% | -91.26% |
| 2021 | +52.61% | +5.54% | +96.32% | -15.40% | +35.95% | -15.73% | -3.32% | +89.73% | +38.11% | +1.77% | -36.38% | -26.16% | +271.28% |
| 2020 | +38.28% | +38.28% |
Drawdown analysis of Upstart (UPST)
The maximum drawdown for the UPST was -96.90%, occurring on May 2, 2023. This drawdown has not yet recovered.
The current UPST drawdown is -92.49%.
Since Dec 16, 2020 UPST has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.90% | Oct 15, 2021 | 387 | May 2, 2023 | Ongoing | Ongoing | Ongoing |
| -54.13% | Feb 12, 2021 | 15 | Mar 8, 2021 | 8 | Mar 18, 2021 | 23 |
| -49.02% | Mar 22, 2021 | 37 | May 13, 2021 | 10 | May 27, 2021 | 47 |
| -33.48% | Jun 7, 2021 | 27 | Jul 15, 2021 | 19 | Aug 11, 2021 | 46 |
| -18.75% | Dec 22, 2020 | 5 | Dec 30, 2020 | 3 | Jan 5, 2021 | 8 |
| -13.85% | Sep 23, 2021 | 7 | Oct 4, 2021 | 7 | Oct 13, 2021 | 14 |
| -13.39% | May 27, 2021 | 2 | Jun 1, 2021 | 4 | Jun 7, 2021 | 6 |
| -13.12% | Jan 12, 2021 | 4 | Jan 19, 2021 | 2 | Jan 21, 2021 | 6 |
| -8.67% | Aug 18, 2021 | 1 | Aug 19, 2021 | 3 | Aug 24, 2021 | 4 |
| -7.67% | Jan 25, 2021 | 4 | Jan 29, 2021 | 1 | Feb 1, 2021 | 5 |
| -7.10% | Sep 9, 2021 | 3 | Sep 14, 2021 | 2 | Sep 16, 2021 | 5 |
| -6.78% | Dec 18, 2020 | 1 | Dec 21, 2020 | 1 | Dec 22, 2020 | 2 |
| -5.65% | Feb 3, 2021 | 2 | Feb 5, 2021 | 2 | Feb 9, 2021 | 4 |
| -4.80% | Jan 7, 2021 | 1 | Jan 8, 2021 | 2 | Jan 12, 2021 | 3 |
| -3.38% | Aug 27, 2021 | 1 | Aug 30, 2021 | 1 | Aug 31, 2021 | 2 |
| -3.25% | Sep 17, 2021 | 1 | Sep 20, 2021 | 1 | Sep 21, 2021 | 2 |
| -2.42% | Aug 24, 2021 | 1 | Aug 25, 2021 | 2 | Aug 27, 2021 | 3 |
| -1.53% | Aug 13, 2021 | 2 | Aug 17, 2021 | 1 | Aug 18, 2021 | 3 |
| -1.01% | Aug 31, 2021 | 1 | Sep 1, 2021 | 1 | Sep 2, 2021 | 2 |