+14.4%
PH vs UPST
-49.8%
+64.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.2% |
| 7D | +4.3% | -10.6% | +15.0% | +5.0% |
| 30D | +0.1% | -14.0% | +14.1% | +0.9% |
| 3M | -9.4% | -36.8% | +27.5% | -6.8% |
| 6M | +8.8% | -27.5% | +36.3% | +10.4% |
| YTD | +9.6% | -55.3% | +64.9% | +14.6% |
| 1Y | +14.4% | -47.5% | +62.0% | +16.6% |
| All | +14.4% | -49.8% | +64.3% | +16.6% |
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