+300.8%
AXTI vs UPST
-49.8%
+350.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.1% | -6.0% | -4.7% |
| 7D | +7.6% | -10.6% | +18.3% | +12.3% |
| 30D | -32.1% | -14.0% | -18.1% | -27.9% |
| 3M | -46.0% | -36.8% | -9.1% | -37.0% |
| 6M | -65.7% | -27.5% | -38.2% | -61.4% |
| YTD | +155.9% | -55.3% | +211.2% | +204.0% |
| 1Y | +300.8% | -47.5% | +348.3% | +392.9% |
| All | +300.8% | -49.8% | +350.6% | +392.9% |
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