24/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 5 wins, 7 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q22/3 |
WinUPST / S&P 38.13% / 15.20% |
WinUPST / S&P 46.30% / 15.00% |
LoseUPST / S&P -800.00% / 50.40% |
Non-scoringUPST / S&P 4.84% / 15.70% | Non-scoringUPST / S&P 57.14 / 28.47 | Non-scoringUPST / S&P 4.32 / S&P unavailable | Non-scoringUPST / S&P UPST unavailable / S&P unavailable | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.36b |
| 2026-Q11/3 |
LoseUPST / S&P -41.34% / -4.33% |
WinUPST / S&P 57.69% / 11.30% |
LoseUPST / S&P -151.35% / 27.70% |
Non-scoringUPST / S&P 4.34% / 14.80% | Non-scoringUPST / S&P 49.69 / 25.43 | Non-scoringUPST / S&P 3.35 / S&P unavailable | Non-scoringUPST / S&P UPST unavailable / S&P unavailable | Non-scoringUPST / S&P UPST unavailable / $0.27b | Non-scoringUPST / S&P UPST unavailable / $0.00b |
| 2025-Q41/3 |
LoseUPST / S&P -13.92% / 2.65% |
WinUPST / S&P 63.99% / 9.00% |
LoseUPST / S&P -128.97% / 13.40% |
Non-scoringUPST / S&P 5.13% / 13.20% | Non-scoringUPST / S&P 79.98 / 28.48 | Non-scoringUPST / S&P 5.37 / 5.39 | Non-scoringUPST / S&P UPST unavailable / $4.42m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.20b |
| 2025-Q31/3 |
LoseUPST / S&P -21.46% / 8.12% |
WinUPST / S&P 84.65% / 4.61% |
LoseUPST / S&P -111.98% / 13.45% |
Non-scoringUPST / S&P 3.33% / 11.78% | Non-scoringUPST / S&P 153.42 / 28.13 | Non-scoringUPST / S&P 6.64 / 5.27 | Non-scoringUPST / S&P UPST unavailable / $4.42m | Non-scoringUPST / S&P UPST unavailable / $0.11b | Non-scoringUPST / S&P UPST unavailable / $0.00b |
| 2025-Q22/3 |
WinUPST / S&P 40.52% / 10.94% |
WinUPST / S&P 67.62% / 4.83% |
LoseUPST / S&P -97.00% / 10.63% |
Non-scoringUPST / S&P -0.75% / 11.45% | Non-scoringUPST / S&P UPST unavailable / 27.10 | Non-scoringUPST / S&P 8.61 / 5.01 | Non-scoringUPST / S&P UPST unavailable / $4.42m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.23b |
| 2025-Q11/3 |
LoseUPST / S&P -25.24% / -4.27% |
WinUPST / S&P 37.75% / 4.98% |
LoseUPST / S&P -63.90% / 10.57% |
Non-scoringUPST / S&P -9.20% / 11.39% | Non-scoringUPST / S&P UPST unavailable / 26.23 | Non-scoringUPST / S&P 6.47 / 4.69 | Non-scoringUPST / S&P UPST unavailable / $4.42m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.10b |
| 2024-Q42/3 |
WinUPST / S&P 53.89% / 2.41% |
WinUPST / S&P 23.94% / 5.25% |
LoseUPST / S&P -49.83% / 6.15% |
Non-scoringUPST / S&P -20.20% / 11.29% | Non-scoringUPST / S&P UPST unavailable / 28.60 | Non-scoringUPST / S&P 9.09 / 4.99 | Non-scoringUPST / S&P UPST unavailable / $4.28m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.08b |
| 2024-Q31/3 |
WinUPST / S&P 69.61% / 5.89% |
LoseUPST / S&P -7.04% / 5.89% |
LoseUPST / S&P -37.46% / 6.11% |
Non-scoringUPST / S&P -32.13% / 10.87% | Non-scoringUPST / S&P UPST unavailable / 28.09 | Non-scoringUPST / S&P 6.11 / 4.94 | Non-scoringUPST / S&P UPST unavailable / $4.28m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.21b |
| 2024-Q20/3 |
LoseUPST / S&P -12.27% / 4.28% |
LoseUPST / S&P -14.71% / 5.38% |
LoseUPST / S&P -28.96% / 5.12% |
Non-scoringUPST / S&P -39.71% / 10.85% | Non-scoringUPST / S&P UPST unavailable / 27.64 | Non-scoringUPST / S&P 3.53 / 4.79 | Non-scoringUPST / S&P UPST unavailable / $4.28m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.36b |
| 2024-Q10/3 |
LoseUPST / S&P -34.19% / 10.56% |
LoseUPST / S&P -26.21% / 5.71% |
LoseUPST / S&P -37.88% / 5.59% |
Non-scoringUPST / S&P -33.47% / 10.81% | Non-scoringUPST / S&P UPST unavailable / 27.02 | Non-scoringUPST / S&P 3.85 / 4.71 | Non-scoringUPST / S&P UPST unavailable / $4.28m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.12b |
| 2023-Q42/3 |
WinUPST / S&P 43.17% / 11.69% |
LoseUPST / S&P -43.39% / 6.81% |
WinUPST / S&P 109.42% / 7.78% |
Non-scoringUPST / S&P -46.76% / 11.19% | Non-scoringUPST / S&P UPST unavailable / 24.35 | Non-scoringUPST / S&P 5.55 / 4.31 | Non-scoringUPST / S&P UPST unavailable / $4.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.01b |
| 2023-Q31/3 |
LoseUPST / S&P -20.30% / -3.27% |
LoseUPST / S&P -45.80% / 7.52% |
WinUPST / S&P 3311.11% / -5.03% |
Non-scoringUPST / S&P -44.92% / 10.84% | Non-scoringUPST / S&P UPST unavailable / 23.93 | Non-scoringUPST / S&P 3.79 / 3.98 | Non-scoringUPST / S&P UPST unavailable / $4.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.24b |
| 2023-Q21/3 |
WinUPST / S&P 125.36% / 8.74% |
LoseUPST / S&P -44.33% / 9.50% |
LoseUPST / S&P -464.44% / -8.57% |
Non-scoringUPST / S&P -45.14% / 10.88% | Non-scoringUPST / S&P UPST unavailable / 24.01 | Non-scoringUPST / S&P 4.70 / 4.19 | Non-scoringUPST / S&P UPST unavailable / $4.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.17b |
| 2023-Q11/3 |
WinUPST / S&P 20.20% / 7.50% |
LoseUPST / S&P -28.89% / 10.77% |
LoseUPST / S&P -300.00% / -15.69% |
Non-scoringUPST / S&P -38.09% / 10.82% | Non-scoringUPST / S&P UPST unavailable / 22.66 | Non-scoringUPST / S&P 2.09 / 3.93 | Non-scoringUPST / S&P UPST unavailable / $4.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.13b |
| 2022-Q41/3 |
LoseUPST / S&P -36.41% / 7.56% |
WinUPST / S&P 13.23% / 11.88% |
LoseUPST / S&P -197.18% / -17.99% |
Non-scoringUPST / S&P -11.98% / 11.09% | Non-scoringUPST / S&P UPST unavailable / 22.65 | Non-scoringUPST / S&P 1.60 / 3.75 | Non-scoringUPST / S&P UPST unavailable / $3.70m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.15b |
| 2022-Q31/3 |
LoseUPST / S&P -34.25% / -4.88% |
WinUPST / S&P 73.67% / 13.47% |
LoseUPST / S&P -111.25% / -1.41% |
Non-scoringUPST / S&P 0.53% / 12.28% | Non-scoringUPST / S&P 306.98 / 20.58 | Non-scoringUPST / S&P 2.37 / 3.60 | Non-scoringUPST / S&P UPST unavailable / $3.70m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.17b |
| 2022-Q22/3 |
LoseUPST / S&P -71.01% / -16.10% |
WinUPST / S&P 137.41% / 13.71% |
WinUPST / S&P 50.00% / 11.04% |
Non-scoringUPST / S&P 8.49% / 13.03% | Non-scoringUPST / S&P 28.60 / 20.28 | Non-scoringUPST / S&P 3.43 / 3.78 | Non-scoringUPST / S&P UPST unavailable / $3.70m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.17b |
| 2022-Q11/3 |
LoseUPST / S&P -27.90% / -4.60% |
WinUPST / S&P 261.00% / 15.97% |
LoseUPST / S&P -885.71% / 42.23% |
Non-scoringUPST / S&P 15.82% / 14.22% | Non-scoringUPST / S&P 58.45 / 22.19 | Non-scoringUPST / S&P 10.54 / 4.51 | Non-scoringUPST / S&P UPST unavailable / $3.70m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.20b |
| 2021-Q41/3 |
LoseUPST / S&P -52.19% / 11.03% |
WinUPST / S&P 250.51% / 15.00% |
LoseUPST / S&P -543.75% / 96.40% |
Non-scoringUPST / S&P 16.90% / 15.13% | Non-scoringUPST / S&P 93.45 / 23.63 | Non-scoringUPST / S&P 15.68 / 4.73 | Non-scoringUPST / S&P UPST unavailable / $3.63m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.13b |
| 2021-Q31/3 |
WinUPST / S&P 153.35% / 0.58% |
LoseUPST / S&P UPST unavailable / 10.77% |
LoseUPST / S&P UPST unavailable / 69.42% |
Non-scoringUPST / S&P 12.96% / 14.13% | Non-scoringUPST / S&P 332.82 / 25.35 | Non-scoringUPST / S&P 35.88 / 4.38 | Non-scoringUPST / S&P UPST unavailable / $3.63m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.19b |
| 2021-Q20/3 |
LoseUPST / S&P -3.07% / 8.55% |
LoseUPST / S&P UPST unavailable / 6.58% |
LoseUPST / S&P UPST unavailable / 51.81% |
Non-scoringUPST / S&P 12.89% / 13.34% | Non-scoringUPST / S&P 166.93 / 26.70 | Non-scoringUPST / S&P 13.54 / 4.43 | Non-scoringUPST / S&P UPST unavailable / $3.63m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.11b |
| 2021-Q11/3 |
WinUPST / S&P 216.22% / 6.17% |
LoseUPST / S&P UPST unavailable / -1.06% |
LoseUPST / S&P UPST unavailable / 7.39% |
Non-scoringUPST / S&P 5.28% / 11.60% | Non-scoringUPST / S&P 652.09 / 30.50 | Non-scoringUPST / S&P 29.71 / 4.23 | Non-scoringUPST / S&P UPST unavailable / $3.63m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.10b |
| 2020-Q40/3 |
LoseUPST / S&P UPST unavailable / 12.15% |
LoseUPST / S&P UPST unavailable / -3.72% |
LoseUPST / S&P UPST unavailable / -33.42% |
Non-scoringUPST / S&P 2.62% / 8.86% | Non-scoringUPST / S&P 499.34 / 39.26 | Non-scoringUPST / S&P 9.95 / 4.05 | Non-scoringUPST / S&P UPST unavailable / $3.17m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.01b |
| 2020-Q30/3 |
LoseUPST / S&P UPST unavailable / 8.93% |
LoseUPST / S&P UPST unavailable / -2.04% |
LoseUPST / S&P UPST unavailable / -27.10% |
Non-scoringUPST / S&P UPST unavailable / 9.24% | Non-scoringUPST / S&P UPST unavailable / 34.27 | Non-scoringUPST / S&P UPST unavailable / 3.65 | Non-scoringUPST / S&P UPST unavailable / $3.17m | Non-scoringUPST / S&P UPST unavailable / $0.02b | Non-scoringUPST / S&P UPST unavailable / $0.00b |
| 2020-Q20/3 |
LoseUPST / S&P UPST unavailable / 20.54% |
LoseUPST / S&P UPST unavailable / -0.46% |
LoseUPST / S&P UPST unavailable / -27.11% |
Non-scoringUPST / S&P UPST unavailable / 9.37% | Non-scoringUPST / S&P UPST unavailable / 31.29 | Non-scoringUPST / S&P UPST unavailable / 3.44 | Non-scoringUPST / S&P UPST unavailable / $3.17m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.03b |
| 2020-Q10/3 |
LoseUPST / S&P UPST unavailable / -19.60% |
LoseUPST / S&P UPST unavailable / 3.47% |
LoseUPST / S&P UPST unavailable / -14.75% |
Non-scoringUPST / S&P UPST unavailable / 10.68% | Non-scoringUPST / S&P UPST unavailable / 22.80 | Non-scoringUPST / S&P UPST unavailable / 2.92 | Non-scoringUPST / S&P UPST unavailable / $3.17m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.05b |
| 2019-Q40/3 |
LoseUPST / S&P UPST unavailable / 9.07% |
LoseUPST / S&P UPST unavailable / 5.36% |
LoseUPST / S&P UPST unavailable / 2.99% |
Non-scoringUPST / S&P UPST unavailable / 12.81% | Non-scoringUPST / S&P UPST unavailable / 22.78 | Non-scoringUPST / S&P UPST unavailable / 3.53 | Non-scoringUPST / S&P UPST unavailable / $3.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.05b |
| 2019-Q30/3 |
LoseUPST / S&P UPST unavailable / 1.70% |
LoseUPST / S&P UPST unavailable / 5.02% |
LoseUPST / S&P UPST unavailable / 0.21% |
Non-scoringUPST / S&P UPST unavailable / 12.41% | Non-scoringUPST / S&P UPST unavailable / 22.44 | Non-scoringUPST / S&P UPST unavailable / 3.30 | Non-scoringUPST / S&P UPST unavailable / $3.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.09b |
| 2019-Q20/3 |
LoseUPST / S&P UPST unavailable / 4.30% |
LoseUPST / S&P UPST unavailable / 6.64% |
LoseUPST / S&P UPST unavailable / 8.65% |
Non-scoringUPST / S&P UPST unavailable / 12.79% | Non-scoringUPST / S&P UPST unavailable / 21.37 | Non-scoringUPST / S&P UPST unavailable / 3.32 | Non-scoringUPST / S&P UPST unavailable / $3.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.27b |
| 2019-Q10/3 |
LoseUPST / S&P UPST unavailable / 13.65% |
LoseUPST / S&P UPST unavailable / 8.12% |
LoseUPST / S&P UPST unavailable / 14.29% |
Non-scoringUPST / S&P UPST unavailable / 12.97% | Non-scoringUPST / S&P UPST unavailable / 20.86 | Non-scoringUPST / S&P UPST unavailable / 3.26 | Non-scoringUPST / S&P UPST unavailable / $3.08m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $34.35b |
| 2018-Q40/3 |
LoseUPST / S&P UPST unavailable / -13.52% |
LoseUPST / S&P UPST unavailable / 9.05% |
LoseUPST / S&P UPST unavailable / 18.23% |
Non-scoringUPST / S&P UPST unavailable / 13.10% | Non-scoringUPST / S&P UPST unavailable / 19.39 | Non-scoringUPST / S&P UPST unavailable / 2.94 | Non-scoringUPST / S&P UPST unavailable / $3.00m | Non-scoringUPST / S&P UPST unavailable / $0.01b | Non-scoringUPST / S&P UPST unavailable / $0.00b |
| 2018-Q30/3 |
LoseUPST / S&P UPST unavailable / 7.71% |
LoseUPST / S&P UPST unavailable / 10.21% |
LoseUPST / S&P UPST unavailable / 19.06% |
Non-scoringUPST / S&P UPST unavailable / 13.01% | Non-scoringUPST / S&P UPST unavailable / 22.25 | Non-scoringUPST / S&P UPST unavailable / 3.45 | Non-scoringUPST / S&P UPST unavailable / $3.00m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.17b |
| 2018-Q20/3 |
LoseUPST / S&P UPST unavailable / 3.43% |
LoseUPST / S&P UPST unavailable / 9.03% |
LoseUPST / S&P UPST unavailable / 14.46% |
Non-scoringUPST / S&P UPST unavailable / 12.56% | Non-scoringUPST / S&P UPST unavailable / 22.49 | Non-scoringUPST / S&P UPST unavailable / 3.25 | Non-scoringUPST / S&P UPST unavailable / $3.00m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.19b |
| 2018-Q10/3 |
LoseUPST / S&P UPST unavailable / -0.76% |
LoseUPST / S&P UPST unavailable / 7.68% |
LoseUPST / S&P UPST unavailable / 12.46% |
Non-scoringUPST / S&P UPST unavailable / 12.27% | Non-scoringUPST / S&P UPST unavailable / 23.41 | Non-scoringUPST / S&P UPST unavailable / 3.17 | Non-scoringUPST / S&P UPST unavailable / $3.00m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.08b |
| 2017-Q40/3 |
LoseUPST / S&P UPST unavailable / 6.64% |
LoseUPST / S&P UPST unavailable / 7.03% |
LoseUPST / S&P UPST unavailable / 13.82% |
Non-scoringUPST / S&P UPST unavailable / 12.09% | Non-scoringUPST / S&P UPST unavailable / 24.25 | Non-scoringUPST / S&P UPST unavailable / 3.23 | Non-scoringUPST / S&P UPST unavailable / $2.92m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.05b |
| 2017-Q30/3 |
LoseUPST / S&P UPST unavailable / 4.48% |
LoseUPST / S&P UPST unavailable / 5.68% |
LoseUPST / S&P UPST unavailable / 17.57% |
Non-scoringUPST / S&P UPST unavailable / 12.04% | Non-scoringUPST / S&P UPST unavailable / 23.28 | Non-scoringUPST / S&P UPST unavailable / 3.08 | Non-scoringUPST / S&P UPST unavailable / $2.92m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.11b |
| 2017-Q20/3 |
LoseUPST / S&P UPST unavailable / 3.09% |
LoseUPST / S&P UPST unavailable / 4.83% |
LoseUPST / S&P UPST unavailable / 17.74% |
Non-scoringUPST / S&P UPST unavailable / 11.96% | Non-scoringUPST / S&P UPST unavailable / 23.40 | Non-scoringUPST / S&P UPST unavailable / 3.03 | Non-scoringUPST / S&P UPST unavailable / $2.92m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.08b |
| 2017-Q10/3 |
LoseUPST / S&P UPST unavailable / 6.07% |
LoseUPST / S&P UPST unavailable / 3.67% |
LoseUPST / S&P UPST unavailable / 13.32% |
Non-scoringUPST / S&P UPST unavailable / 11.75% | Non-scoringUPST / S&P UPST unavailable / 23.60 | Non-scoringUPST / S&P UPST unavailable / 3.01 | Non-scoringUPST / S&P UPST unavailable / $2.92m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $20.24b |
| 2016-Q40/3 |
LoseUPST / S&P UPST unavailable / 3.82% |
LoseUPST / S&P UPST unavailable / 2.09% |
LoseUPST / S&P UPST unavailable / 7.05% |
Non-scoringUPST / S&P UPST unavailable / 11.37% | Non-scoringUPST / S&P UPST unavailable / 23.76 | Non-scoringUPST / S&P UPST unavailable / 2.91 | Non-scoringUPST / S&P UPST unavailable / $2.88m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $1.11b |
| 2016-Q30/3 |
LoseUPST / S&P UPST unavailable / 3.85% |
LoseUPST / S&P UPST unavailable / 0.20% |
LoseUPST / S&P UPST unavailable / -3.15% |
Non-scoringUPST / S&P UPST unavailable / 10.82% | Non-scoringUPST / S&P UPST unavailable / 24.22 | Non-scoringUPST / S&P UPST unavailable / 2.78 | Non-scoringUPST / S&P UPST unavailable / $2.88m | Non-scoringUPST / S&P UPST unavailable / $0.00b | Non-scoringUPST / S&P UPST unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | UPST total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -58.43% | 20.78% |
| Annualized return | -58.43% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | UPST total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -86.57% | 83.14% |
| Annualized return | -33.07% | 12.86% |
10Y · 2020-12-16 to 2026-08-27
| Metric | UPST total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 3.36% | 319.30% |
| Annualized return | 0.33% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.