+53.4%
PAYX vs UPST
+7.9%
+45.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.0% | -2.6% |
| 7D | -4.2% | -3.5% | -0.7% | -4.0% |
| 30D | +2.9% | -7.1% | +10.0% | +3.2% |
| 3M | +23.6% | -13.1% | +36.7% | +24.2% |
| 6M | +30.0% | -1.1% | +31.1% | +29.5% |
| YTD | +12.2% | -35.9% | +48.0% | +13.9% |
| 1Y | -7.5% | -57.4% | +50.0% | -4.6% |
| 3Y | +10.1% | -14.9% | +25.0% | +6.1% |
| 5Y | +25.1% | -88.7% | +113.8% | +17.8% |
| All | +53.4% | +7.9% | +45.5% | +37.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling