+248.2%
PAAS vs UPST
-13.8%
+262.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.7% | -2.2% |
| 7D | -2.9% | -3.5% | +0.6% | -2.4% |
| 30D | +6.8% | -7.1% | +13.9% | +7.7% |
| 3M | -2.9% | -13.1% | +10.2% | -1.4% |
| 6M | -16.4% | -1.1% | -15.3% | -16.9% |
| YTD | 0.0% | -35.9% | +35.9% | +4.0% |
| 1Y | +54.3% | -57.4% | +111.7% | +66.6% |
| All | +248.2% | -13.8% | +262.0% | +206.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling