+146.5%
ASX vs UPST
-48.7%
+195.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +9.4% | -13.3% | -5.8% |
| 7D | -14.6% | -3.1% | -11.4% | -13.9% |
| 30D | -21.1% | -4.0% | -17.1% | -20.4% |
| 3M | -3.1% | -22.9% | +19.8% | +1.9% |
| 6M | +17.4% | -27.1% | +44.5% | +24.2% |
| YTD | +135.3% | -46.5% | +181.9% | +149.3% |
| 1Y | +146.5% | -49.4% | +195.9% | +162.3% |
| All | +146.5% | -48.7% | +195.2% | +162.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling