-31.8%
PNR vs UPST
-48.7%
+16.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +9.4% | -6.1% | +2.2% |
| 7D | +11.9% | -3.1% | +15.0% | +12.2% |
| 30D | +37.1% | -4.0% | +41.1% | +37.5% |
| 3M | +5.7% | -22.9% | +28.6% | +8.5% |
| 6M | -5.7% | -27.1% | +21.4% | -3.1% |
| YTD | -29.8% | -46.5% | +16.7% | -26.5% |
| 1Y | -31.8% | -49.4% | +17.6% | -28.3% |
| All | -31.8% | -48.7% | +16.9% | -28.3% |
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