-16.0%
PCG vs UPST
-48.7%
+32.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | +0.9% |
| 7D | +1.9% | -3.1% | +5.0% | +1.9% |
| 30D | +8.5% | -4.0% | +12.5% | +8.5% |
| 3M | -22.9% | -22.9% | 0.0% | -23.1% |
| 6M | -16.8% | -27.1% | +10.4% | -17.1% |
| YTD | -15.8% | -46.5% | +30.7% | -16.3% |
| 1Y | -16.0% | -49.4% | +33.4% | -16.7% |
| All | -16.0% | -48.7% | +32.7% | -16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling