+1,825.6%
AXTI vs UPST
-62.6%
+1,888.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.1% | -5.0% |
| 7D | +15.1% | -12.0% | +27.1% | +20.1% |
| 30D | -12.3% | -16.0% | +3.7% | -7.3% |
| 3M | -24.1% | -17.2% | -7.0% | -19.2% |
| 6M | +46.0% | -10.9% | +56.9% | +51.0% |
| YTD | +295.7% | -42.6% | +338.3% | +354.0% |
| 1Y | +1,825.6% | -59.8% | +1,885.4% | +2,514.5% |
| All | +1,825.6% | -62.6% | +1,888.2% | +2,514.5% |
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