+1,855.7%
AXTI vs UPST
-0.8%
+1,856.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -8.3% | -0.1% | -6.3% |
| 7D | -23.4% | -4.5% | -18.9% | -22.4% |
| 30D | -42.6% | -15.3% | -27.3% | -40.0% |
| 3M | -46.7% | -32.4% | -14.3% | -41.5% |
| 6M | -66.2% | -29.5% | -36.7% | -63.3% |
| YTD | +140.4% | -53.3% | +193.8% | +181.8% |
| 1Y | +276.5% | -47.4% | +323.9% | +327.2% |
| All | +1,855.7% | -0.8% | +1,856.5% | +1,559.8% |
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 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