+24.2%
XLB vs UPST
-48.7%
+72.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.3% | +8.1% | +0.5% |
| 7D | +0.5% | -4.5% | +5.0% | +0.8% |
| 30D | +6.9% | -15.3% | +22.2% | +8.0% |
| 3M | -0.2% | -32.4% | +32.3% | +2.4% |
| 6M | +3.3% | -29.5% | +32.8% | +5.4% |
| YTD | +18.0% | -53.3% | +71.4% | +23.8% |
| 1Y | +24.2% | -47.4% | +71.6% | +27.3% |
| All | +24.2% | -48.7% | +72.9% | +27.3% |
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