+7.4%
PLD vs UPST
-48.7%
+56.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.3% | +7.9% | +0.1% |
| 7D | +0.8% | -4.5% | +5.3% | +1.0% |
| 30D | +0.5% | -15.3% | +15.8% | +1.3% |
| 3M | -5.5% | -32.4% | +26.9% | -3.7% |
| 6M | -8.3% | -29.5% | +21.2% | -7.3% |
| YTD | +4.3% | -53.3% | +57.6% | +6.3% |
| 1Y | +7.4% | -47.4% | +54.8% | +9.0% |
| All | +7.4% | -48.7% | +56.1% | +9.0% |
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