+12.2%
PAYX vs UPST
-4.9%
+17.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.3% |
| 7D | -1.2% | -10.6% | +9.5% | -0.6% |
| 30D | +7.8% | -14.0% | +21.8% | +8.6% |
| 3M | -6.8% | -36.8% | +30.0% | -4.6% |
| 6M | +31.3% | -27.5% | +58.8% | +33.0% |
| YTD | +7.7% | -55.3% | +63.0% | +11.5% |
| 1Y | +8.1% | -47.5% | +55.6% | +10.9% |
| 3Y | +12.2% | -10.4% | +22.6% | +9.5% |
| All | +12.2% | -4.9% | +17.1% | +9.5% |
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