ReturnScreener

Rolling Returns

UPL Rolling Returns

UPL Ltd.

Every 15-year stretch UPL has been through — 61 of them, each starting a month after the last. The median returned 14.1% a year, the worst 11.5%, the best 18.4%. A single headline CAGR hides all of that.

Windows measured
61
Median
14.1%
Worst
11.5%
Best
18.4%

Every Holding Period

UPL rolling returns by holding period

A rolling window is every possible start date, not one. A five-year window starting in January is a different investment from one starting in February, and over twenty years there are a couple of hundred of them. What follows is the full spread of what each holding period actually produced.

1-year rolling returns

62.9% of windows made money

Across 229 separate 1-year holding periods, the median returned 8.4% a year. The worst lost 52.3% a year and the best made 158.2%.

-52.3%median 8.4%158.2%
Worst window
-52.3%
25th percentile
-10.5%
75th percentile
40.5%
Best window
158.2%

Worst start: November 2007-52.3% a year for the 1 years that followed.

Best start: July 2013158.2% a year.

Against the Nifty 500: UPL came out ahead in 50.7% of the 229 windows both series cover.

3-year rolling returns

66.8% of windows made money

Across 205 separate 3-year holding periods, the median returned 8.6% a year. The worst lost 13.4% a year and the best made 72.8%.

-13.4%median 8.6%72.8%
Worst window
-13.4%
25th percentile
-1.9%
75th percentile
23.0%
Best window
72.8%

Worst start: May 2021-13.4% a year for the 3 years that followed.

Best start: May 201272.8% a year.

Against the Nifty 500: UPL came out ahead in 39.0% of the 205 windows both series cover.

5-year rolling returns

82.3% of windows made money

Across 181 separate 5-year holding periods, the median returned 11.4% a year. The worst lost 7.6% a year and the best made 52.3%.

-7.6%median 11.4%52.3%
Worst window
-7.6%
25th percentile
3.3%
75th percentile
24.6%
Best window
52.3%

Worst start: October 2007-7.6% a year for the 5 years that followed.

Best start: May 201252.3% a year.

Against the Nifty 500: UPL came out ahead in 48.6% of the 181 windows both series cover.

7-year rolling returns

98.1% of windows made money

Across 157 separate 7-year holding periods, the median returned 18.8% a year. The worst lost 0.6% a year and the best made 38.5%.

-0.6%median 18.8%38.5%
Worst window
-0.6%
25th percentile
6.9%
75th percentile
25.9%
Best window
38.5%

Worst start: May 2017-0.6% a year for the 7 years that followed.

Best start: May 201238.5% a year.

Against the Nifty 500: UPL came out ahead in 68.2% of the 157 windows both series cover.

10-year rolling returns

100.0% of windows made money

Across 121 separate 10-year holding periods, the median returned 18.1% a year. Not one of them ended in a loss — the weakest still compounded at 4.0% a year.

4.0%median 18.1%27.9%
Worst window
4.0%
25th percentile
14.1%
75th percentile
22.9%
Best window
27.9%

Worst start: August 20164.0% a year for the 10 years that followed.

Best start: April 201227.9% a year.

Against the Nifty 500: UPL came out ahead in 76.0% of the 121 windows both series cover.

15-year rolling returns

100.0% of windows made money

Across 61 separate 15-year holding periods, the median returned 14.1% a year. Not one of them ended in a loss — the weakest still compounded at 11.5% a year.

11.5%median 14.1%18.4%
Worst window
11.5%
25th percentile
13.6%
75th percentile
15.2%
Best window
18.4%

Worst start: December 200911.5% a year for the 15 years that followed.

Best start: November 200818.4% a year.

Against the Nifty 500: UPL came out ahead in 91.8% of the 61 windows both series cover.

Windows step forward one month at a time and are measured on month-end adjusted closing prices, so dividends are treated as reinvested. Overlapping windows share months by construction — that is what makes the spread a description of this stock's history rather than a sample of independent trials.

Against The Index

How often UPL beat the Nifty 500

Beating an index once is a result. Beating it across most of the periods an investor could have picked is a pattern. Over 15-year windows, UPL finished ahead of the Nifty 500 in 91.8% of the 61 periods both series cover.

1-year windows

Ahead in 50.7% of 229 periods.

3-year windows

Ahead in 39.0% of 205 periods.

5-year windows

Ahead in 48.6% of 181 periods.

7-year windows

Ahead in 68.2% of 157 periods.

10-year windows

Ahead in 76.0% of 121 periods.

15-year windows

Ahead in 91.8% of 61 periods.

Each window is compared against the index over the identical calendar months, on the same adjusted basis — not against an assumed rate of return.

How This Is Calculated

Reading these figures properly

Overlapping by design

Windows step forward one month at a time, so they share most of their months with each other. That is what makes this a description of UPL's actual history rather than a set of independent trials — and why the spread should not be read as a probability.

Month-end, total return

Measured on month-end closing prices adjusted for dividends and splits, so dividends count as reinvested. A window that opened or closed mid-month would differ a little in either direction.

Survivors only

UPLis in today's Nifty 500 universe. Companies that delisted or collapsed are not on this site at all, so the worst outcome shown here is the worst among the survivors.

Measured on data to 2026-08-31, from 2006-08-01. Full definitions are on our methodology page.

HELP CENTER

UPL rolling returns — common questions

Everything you need to know about this page and the data presented.

What are UPL rolling returns?
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Over 15 years, UPL Ltd. has been through 61 separate 15 years holding periods — one starting every month. The median returned 14.1% a year, the worst 11.5% and the best 18.4%. A rolling return measures every possible start date instead of one, which is why it answers a question a single headline CAGR cannot: how much the outcome depended on when you happened to buy.

Has UPL ever lost money over 10 years?
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No — not in any of the 121 10 years periods the record covers. The weakest of them still compounded at 4.0% a year. That is a statement about the past, not a guarantee about any future 10 years, and it is measured only over the years UPL Ltd. has been listed.

What is the worst 5 years UPL has ever had?
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-7.6% a year, for the five years beginning October 2007. For contrast the best 5 years returned 52.3% a year, starting May 2012, and the median across all 181 periods was 11.4%. The gap between those two numbers is the part of the outcome that came down to timing rather than to the company.

Does holding UPL for longer reduce the risk?
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On this record, yes. 1 year outcomes ranged from -52.3% to 158.2% a year — a spread of 210.5%. 15 years outcomes ranged from 11.5% to 18.4%, a spread of 6.9%. Longer holding periods narrowed the range of results, which is the usual pattern and the reason this page publishes every window rather than one. Narrowing the range is not the same as removing the risk.

How often has UPL beaten Nifty 500 over 15 years?
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In 91.8% of the 61 15 years periods both series cover. Each window is compared against the index over the identical months, not against an assumed index return, so the comparison is a like-for-like record rather than a model.

How are rolling returns calculated here?
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Windows step forward one month at a time on month-end closing prices adjusted for dividends and stock splits, so dividends are treated as reinvested. A window length is only published once there are at least twelve complete windows behind it — fewer than that describes an anecdote, not a distribution. Overlapping windows share months by construction, which is what makes this a description of the actual history of UPL Ltd. rather than a sample of independent trials. Companies that delisted are not on this site at all, a survivorship bias worth holding in mind.

Is UPL a safe long-term investment?
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That is not a question this page answers, and we do not make recommendations. What it can show you is the full range of what every holding period in the listed history of UPL Ltd. actually produced — including the worst ones, which most performance figures leave out. Those are records of what happened, not forecasts. A stock that never had a losing decade may still have one, and holding a single company is a materially different risk from holding an index.

Explore Further

More on UPL Ltd.

ReturnScreener is an educational research platform and is not a SEBI-registered investment adviser. Everything on this page is a record of what historical prices did, not a projection and not a recommendation. Past performance does not guarantee future returns. See our methodology and disclaimer.