-16.1%
FXI vs UPST
-50.9%
+34.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.6% | -0.9% |
| 7D | -4.2% | -13.5% | +9.3% | -3.4% |
| 30D | -2.0% | -19.6% | +17.6% | -1.0% |
| 3M | -5.0% | -34.2% | +29.2% | -3.1% |
| 6M | -9.6% | -31.2% | +21.6% | -8.4% |
| YTD | -11.9% | -56.2% | +44.3% | -9.6% |
| All | -16.1% | -50.9% | +34.8% | -15.7% |
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