+1,982.4%
AXTI vs UPST
-56.5%
+2,039.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.6% | +11.3% | +10.2% |
| 7D | +5.1% | -3.5% | +8.7% | +6.4% |
| 30D | -10.2% | -7.1% | -3.0% | -8.0% |
| 3M | -41.8% | -13.1% | -28.8% | -39.3% |
| 6M | +57.5% | -1.1% | +58.6% | +58.0% |
| YTD | +277.0% | -35.9% | +312.9% | +310.3% |
| 1Y | +1,982.4% | -57.4% | +2,039.8% | +2,288.6% |
| All | +1,982.4% | -56.5% | +2,039.0% | +2,288.6% |
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