+2,835.0%
AXTI vs UPST
-14.8%
+2,849.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.8% | +16.7% | +13.8% |
| 7D | +24.0% | -1.5% | +25.5% | +24.2% |
| 30D | -21.5% | -13.2% | -8.3% | -18.9% |
| 3M | -23.4% | -13.0% | -10.4% | -20.8% |
| 6M | +114.9% | -2.9% | +117.8% | +114.8% |
| YTD | +325.4% | -38.3% | +363.7% | +365.2% |
| 1Y | +2,136.7% | -60.5% | +2,197.1% | +2,573.5% |
| 3Y | +2,835.0% | -11.7% | +2,846.8% | +2,390.5% |
| All | +2,835.0% | -14.8% | +2,849.8% | +2,390.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling