+16.2%
XRT vs UPST
-48.7%
+64.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.3% | +7.9% | +1.1% |
| 7D | +4.1% | -4.5% | +8.6% | +4.9% |
| 30D | +9.9% | -15.3% | +25.2% | +12.7% |
| 3M | +2.3% | -32.4% | +34.7% | +8.5% |
| 6M | +9.6% | -29.5% | +39.1% | +14.9% |
| YTD | +9.1% | -53.3% | +62.5% | +19.9% |
| 1Y | +16.2% | -47.4% | +63.6% | +23.8% |
| All | +16.2% | -48.7% | +64.9% | +23.8% |
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