+38.8%
FXI vs UPST
-4.9%
+43.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.1% |
| 7D | -4.2% | -10.6% | +6.4% | -3.7% |
| 30D | -1.1% | -14.0% | +12.9% | -0.5% |
| 3M | -4.0% | -36.8% | +32.9% | -2.1% |
| 6M | -11.8% | -27.5% | +15.7% | -10.9% |
| YTD | -11.9% | -55.3% | +43.4% | -9.4% |
| 1Y | -16.1% | -47.5% | +31.4% | -14.4% |
| 3Y | +38.8% | -10.4% | +49.2% | +33.7% |
| All | +38.8% | -4.9% | +43.7% | +33.7% |
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 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