-91.6%
SOXS vs UPST
-48.7%
-43.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +9.4% | -0.6% | +14.8% |
| 7D | +46.7% | -3.1% | +49.8% | +44.8% |
| 30D | +97.0% | -4.0% | +100.9% | +94.6% |
| 3M | +39.5% | -22.9% | +62.4% | +21.0% |
| 6M | -54.9% | -27.1% | -27.8% | -59.1% |
| YTD | -90.4% | -46.5% | -43.8% | -91.5% |
| 1Y | -91.6% | -49.4% | -42.2% | -92.6% |
| All | -91.6% | -48.7% | -43.0% | -92.6% |
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