+22.8%
PAAS vs UPST
-47.3%
+70.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | +8.4% | -4.9% | +13.3% | +9.5% |
| 30D | -7.2% | -8.9% | +1.7% | -5.4% |
| 3M | -14.0% | -26.3% | +12.3% | -8.6% |
| 6M | -26.8% | -23.7% | -3.0% | -22.6% |
| YTD | -19.8% | -49.9% | +30.2% | -9.9% |
| 1Y | +22.8% | -42.0% | +64.8% | +29.9% |
| All | +22.8% | -47.3% | +70.1% | +29.9% |
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