+107.3%
PNC vs UPST
+7.9%
+99.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | +1.4% | -3.5% | +4.9% | +1.7% |
| 30D | -3.8% | -7.1% | +3.3% | -3.4% |
| 3M | +9.0% | -13.1% | +22.1% | +9.9% |
| 6M | +16.6% | -1.1% | +17.7% | +16.0% |
| YTD | +20.4% | -35.9% | +56.3% | +23.2% |
| 1Y | +22.3% | -57.4% | +79.8% | +28.3% |
| 3Y | +124.5% | -14.9% | +139.4% | +114.4% |
| 5Y | +54.1% | -88.7% | +142.7% | +45.3% |
| All | +107.3% | +7.9% | +99.4% | +85.0% |
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 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