+20.4%
PAYX vs UPST
-90.4%
+110.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.2% | -1.6% |
| 7D | -7.5% | -8.1% | +0.6% | -6.9% |
| 30D | -5.3% | -14.3% | +9.0% | -4.4% |
| 3M | +15.6% | -16.6% | +32.3% | +16.7% |
| 6M | +19.5% | -7.3% | +26.7% | +19.3% |
| YTD | +5.8% | -40.8% | +46.6% | +8.5% |
| 1Y | -10.9% | -62.4% | +51.6% | -6.3% |
| 3Y | +5.4% | -15.3% | +20.7% | -0.5% |
| 5Y | +20.4% | -91.1% | +111.4% | +12.3% |
| All | +20.4% | -90.4% | +110.8% | +12.3% |
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