+43.6%
SPXL vs UPST
-62.0%
+105.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.1% |
| 7D | -1.3% | -8.1% | +6.8% | +1.5% |
| 30D | -5.0% | -14.3% | +9.3% | -0.3% |
| 3M | +7.6% | -16.6% | +24.2% | +13.7% |
| 6M | +33.6% | -7.3% | +40.9% | +34.9% |
| YTD | +28.1% | -40.8% | +68.9% | +43.8% |
| 1Y | +43.6% | -62.4% | +106.1% | +69.8% |
| All | +43.6% | -62.0% | +105.7% | +69.8% |
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 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