+651.5%
AXTI vs UPST
-90.4%
+741.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.1% |
| 7D | +21.0% | -8.1% | +29.1% | +22.9% |
| 30D | -6.6% | -14.3% | +7.7% | -4.1% |
| 3M | -12.1% | -16.6% | +4.6% | -8.9% |
| 6M | +78.7% | -7.3% | +86.0% | +80.2% |
| YTD | +321.5% | -40.8% | +362.3% | +358.5% |
| 1Y | +2,166.8% | -62.4% | +2,229.2% | +2,562.5% |
| 3Y | +2,807.6% | -15.3% | +2,822.9% | +2,547.8% |
| 5Y | +651.5% | -91.1% | +742.5% | +670.3% |
| All | +651.5% | -90.4% | +741.9% | +670.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling