(UPST) Upstart Holdings - Performance 217.9% in 12m

UPST performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 25.37%
#34 in Peer-Group
Rel. Strength 97.79%
#171 in Stock-Universe
Total Return 12m 217.92%
#5 in Peer-Group
Total Return 5y 150.49%
#25 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward 39.7
High / Low USD
52 Week High 88.77 USD
52 Week Low 23.07 USD
Sentiment Value
VRO Trend Strength +-100 96.94
Buy/Sell Signal +-5 0.85
Support / Resistance Levels
Support
Resistance
12m Total Return: UPST (217.9%) vs XLF (30.3%)
Total Return of Upstart Holdings versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (UPST) Upstart Holdings - Performance 217.9% in 12m

Top Performer in Consumer Finance

Short Term Performance

Symbol 1w 1m 3m
UPST 14.1% 35.9% 95.4%
JNVR 11.0% 25.5% 342%
DFDV 11.0% 25.5% 342%
MOGO 74.6% 63.0% 159%

Long Term Performance

Symbol 6m 12m 5y
UPST 16.2% 218% 150%
JNVR 2,757% 2,608% 445%
DFDV 2,757% 2,608% 445%
XYF 146% 368% 784%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
SLM NASDAQ
SLM
5.32% 67.1% 427% 11.8 10.9 0.58 33.4% 34%
EZPW NASDAQ
EZCORP
5.97% 40.4% 131% 11.8 10.2 0.35 66.9% 69.2%
MFIN NASDAQ
Medallion Financial
1.87% 27.5% 303% 5.88 - 0.41 -30.4% 5.09%
OMF NYSE
OneMain Holdings
12% 35.8% 322% 11.4 9.23 0.61 -64.8% -9.04%
COF NYSE
Capital One Financial
11.5% 64.9% 284% 18.6 14.4 1.64 -66.5% -17.3%
SYF NYSE
Synchrony Financial
18.5% 48% 209% 9.61 9.59 1.61 10.5% -2.68%
CPSS NASDAQ
Consumer Portfolio
4.82% 5.59% 245% 12.7 8.55 0.33 -79.3% -16.5%
YRD NYSE
Yirendai
-13.6% 44% 55% 2.74 3.07 1.24 62.5% 37.1%

Performance Comparison: UPST vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UPST
Total Return (including Dividends) UPST XLF S&P 500
1 Month 35.87% 4.08% 4.68%
3 Months 95.39% 21.05% 24.35%
12 Months 217.92% 30.32% 14.02%
5 Years 150.49% 148.72% 111.83%

Trend Score (consistency of price movement) UPST XLF S&P 500
1 Month 90.6% 64.2% 81%
3 Months 86.4% 86% 96.9%
12 Months 43.7% 78% 44.9%
5 Years -38.2% 75.2% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th96.05 30.55% 29.79%
3 Month %th96.05 61.41% 57.13%
12 Month %th92.11 143.96% 178.82%
5 Years %th72.37 23.97% 38.62%

FAQs

Does Upstart Holdings (UPST) outperform the market?

Yes, over the last 12 months UPST made 217.92%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.32%. Over the last 3 months UPST made 95.39%, while XLF made 21.05%.

Performance Comparison UPST vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

UPST vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 12.9% 31.2% 10.6% 204%
US NASDAQ 100 QQQ 13.3% 30.8% 9.9% 205%
German DAX 40 DAX 14.1% 37.5% -1.6% 189%
Shanghai Shenzhen CSI 300 CSI 300 13.4% 32.5% 7.1% 197%
Hongkong Hang Seng HSI 12.6% 30.5% -8.9% 177%
India NIFTY 50 INDA 13.9% 34.3% 10.2% 219%
Brasil Bovespa EWZ 12.5% 28.2% -14.5% 208%

UPST vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 14.6% 31.4% 6.4% 192%
Consumer Discretionary XLY 12.3% 31.4% 18.2% 200%
Consumer Staples XLP 12.6% 34.6% 8.9% 209%
Energy XLE 11.5% 30.7% 14.7% 218%
Financial XLF 12.6% 31.8% 5.6% 188%
Health Care XLV 13.6% 34.6% 17.9% 222%
Industrial XLI 12.8% 32.5% 2.7% 193%
Materials XLB 10.1% 31.3% 6% 212%
Real Estate XLRE 13.2% 35.2% 10.8% 205%
Technology XLK 12.7% 27.9% 8.2% 208%
Utilities XLU 13.9% 34.4% 7.3% 195%
Aerospace & Defense XAR 15.1% 30.5% -8% 169%
Biotech XBI 11.3% 34.7% 23.8% 226%
Homebuilder XHB 10% 27.9% 17.7% 214%
Retail XRT 9.5% 32.7% 14.9% 207%

UPST vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 11.3% 30.5% 19.0% 224%
Natural Gas UNG 14.3% 47.1% 27.4% 222%
Gold GLD 13.4% 35.2% -10.1% 177%
Silver SLV 12% 33.4% -6.8% 199%
Copper CPER 13.3% 30.3% -6.5% 206%

UPST vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 15.2% 33.6% 14% 220%
iShares High Yield Corp. Bond HYG 14% 34% 11.7% 208%