+71.6%
STX vs UPST
-48.7%
+120.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.3% | +7.4% | +0.4% |
| 7D | -17.3% | -4.5% | -12.8% | -16.6% |
| 30D | -35.9% | -15.3% | -20.6% | -34.1% |
| 3M | -37.3% | -32.4% | -4.9% | -34.0% |
| 6M | -35.8% | -29.5% | -6.3% | -32.7% |
| YTD | +82.7% | -53.3% | +136.1% | +89.6% |
| 1Y | +71.6% | -47.4% | +119.0% | +70.4% |
| All | +71.6% | -48.7% | +120.3% | +70.4% |
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