+12.2%
XBI vs UPST
-32.6%
+44.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.9% | +3.6% | -1.5% |
| 7D | +1.9% | -13.5% | +15.4% | +5.6% |
| 30D | +3.0% | -19.6% | +22.6% | +8.5% |
| 3M | -5.1% | -34.2% | +29.1% | +4.2% |
| 6M | +12.2% | -31.2% | +43.4% | +20.1% |
| All | +12.2% | -32.6% | +44.8% | +20.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling