-19.4%
UPST vs XE
-36.4%
+17.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.1% | -11.9% | -4.9% |
| 7D | -1.5% | +4.0% | -5.5% | -2.1% |
| 30D | -13.2% | -15.5% | +2.2% | -11.7% |
| 3M | -13.0% | -14.6% | +1.6% | -13.7% |
| All | -19.4% | -36.4% | +17.0% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 5y: compounded portfolio wealth divided by compounded XE 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…
5y analysis · Full analysis span regression · Available span rolling