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  • AMIX vs UPST✓SelectedUSD · UPSTAMIX vs UPST performance historyLatest closeAs of-3.01%11/04
Stock and ETF performance explorer

AMIX vs UPST

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-91.7%
UPST return
-21.2%
Excess return
-70.5%
Maximum drawdown
-91.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioUPSTExcessAlpha
1D-3.0%+9.4%-12.4%-6.0%
7D-25.1%-3.1%-22.0%-24.0%
30D-54.5%-4.0%-50.5%-54.0%
3M-91.7%-22.9%-68.9%-91.1%
All-91.7%-21.2%-70.5%-91.1%

Cumulative growth

Daily Returns

Daily percentage return beside UPST.

Daily Out/Under-Performance

Portfolio return minus UPST return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × UPST return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.

Cumulative Out/Under-Performance

Relative wealth over 3mo: compounded portfolio wealth divided by compounded UPST wealth, less one. Both series rebase at the selected span's start.

Cumulative Alpha

Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.

Updating return analytics…

3mo analysis · Full analysis span regression · Available span rolling