+119.0%
PAAS vs UPST
-88.8%
+207.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.7% | -2.2% |
| 7D | -2.9% | -3.5% | +0.6% | -2.6% |
| 30D | +6.8% | -7.1% | +13.9% | +7.4% |
| 3M | -2.9% | -13.1% | +10.2% | -1.8% |
| 6M | -16.4% | -1.1% | -15.3% | -16.8% |
| YTD | 0.0% | -35.9% | +35.9% | +3.1% |
| 1Y | +54.3% | -57.4% | +111.7% | +63.7% |
| 3Y | +230.7% | -14.9% | +245.5% | +208.8% |
| All | +119.0% | -88.8% | +207.8% | +112.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling