+432.3%
ASX vs UPST
-88.8%
+521.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.9% | +0.4% |
| 7D | -0.7% | -3.5% | +2.8% | -0.3% |
| 30D | +2.0% | -7.1% | +9.1% | +2.7% |
| 3M | -1.3% | -13.1% | +11.7% | +0.3% |
| 6M | +71.4% | -1.1% | +72.5% | +71.0% |
| YTD | +135.3% | -35.9% | +171.2% | +144.5% |
| 1Y | +267.5% | -57.4% | +324.9% | +297.0% |
| 3Y | +388.5% | -14.9% | +403.4% | +351.4% |
| All | +432.3% | -88.8% | +521.1% | +408.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling