+67.8%
XBI vs UPST
-62.6%
+130.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.4% | -1.2% |
| 7D | -4.6% | -12.0% | +7.4% | -2.8% |
| 30D | -0.8% | -16.0% | +15.2% | +1.7% |
| 3M | +21.8% | -17.2% | +39.0% | +24.7% |
| 6M | +23.2% | -10.9% | +34.1% | +24.0% |
| YTD | +28.7% | -42.6% | +71.3% | +34.4% |
| 1Y | +67.8% | -59.8% | +127.6% | +74.9% |
| All | +67.8% | -62.6% | +130.3% | +74.9% |
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