-6.1%
PATH vs UPST
-13.8%
+7.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.6% | -15.0% | -16.2% |
| 7D | -16.3% | -3.5% | -12.8% | -15.6% |
| 30D | +9.9% | -7.1% | +17.0% | +11.8% |
| 3M | +30.2% | -13.1% | +43.2% | +34.0% |
| 6M | +37.2% | -1.1% | +38.3% | +36.2% |
| YTD | -7.3% | -35.9% | +28.5% | +0.3% |
| 1Y | +40.0% | -57.4% | +97.4% | +63.7% |
| All | -6.1% | -13.8% | +7.7% | -24.5% |
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