+179.6%
PAAS vs UPST
-28.6%
+208.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.3% | +3.1% | -1.5% |
| 7D | -0.4% | -10.9% | +10.5% | +1.0% |
| 30D | -11.6% | -7.2% | -4.4% | -10.9% |
| 3M | -15.6% | -26.7% | +11.1% | -12.5% |
| 6M | -19.1% | -29.0% | +9.8% | -16.1% |
| YTD | -20.9% | -49.4% | +28.4% | -15.5% |
| 1Y | +21.3% | -47.0% | +68.3% | +28.7% |
| All | +179.6% | -28.6% | +208.2% | +142.2% |
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