Artificial Intelligence (AI) Stocks Performance Guide: Compare Returns of S&P 500 and Upstart Holdings (UPST)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and UPST | ||
|---|---|---|
| S&P 500 | UPST | |
| Start Date | Jan-01-2021 | Jan-29-2021 |
| Start Price | $2,581.86 | $62.19 |
| End Date | Jul-01-2024 | Jul-26-2024 |
| End Price | $5,475.09 | $26.11 |
| Number Monthly Prices | 43 | 43 |
| Min Date | Oct-01-2022 | Dec-30-2022 |
| Min Price | $3,897.91 | $13.22 |
| Max Date | Jul-01-2024 | Oct-29-2021 |
| Max Price | $5,475.09 | $322.04 |
| Total Return | 21.09% | -58.02% |
| Annualized Return | 5.49% | -21.51% |
| Current Value of $1,000 Purchase | $1,211 | $420 |
| Number Returns | 903 | 903 |
| Average Return | 0.95% | -23.87% |
| Minimum Return | -25.54% | -95.89% |
| Maximum Return | 40.46% | 419.59% |
| Number Profitable Returns | 485 | 253 |
| Percent Profitable Returns | 53.71% | 28.02% |
| Number Unprofitable Returns | 418 | 650 |
| Percent Unprofitable Returns | 46.29% | 71.98% |
| Profitable to Unprofitable Returns Ratio | 1.16 | 0.39 |
UPST Performance Table and Chart
UPST Dollar-cost Average
UPST Trendline Chart
UPST Moving Average Chart
UPST Stock Return Map - See Patterns of Gains and Losses
UPST Stock Returns/Purchase Dates