+123.8%
STX vs UPST
-48.7%
+172.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +9.4% | -17.5% | -9.1% |
| 7D | -20.2% | -3.1% | -17.0% | -19.8% |
| 30D | -37.2% | -4.0% | -33.2% | -36.8% |
| 3M | -34.1% | -22.9% | -11.2% | -32.5% |
| 6M | -24.5% | -27.1% | +2.7% | -22.4% |
| YTD | +102.9% | -46.5% | +149.5% | +103.0% |
| 1Y | +123.8% | -49.4% | +173.2% | +125.0% |
| All | +123.8% | -48.7% | +172.5% | +125.0% |
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