+26.9%
PRU vs UPST
-48.7%
+75.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +9.4% | -2.8% | +5.5% |
| 7D | +9.8% | -3.1% | +12.9% | +10.0% |
| 30D | +11.6% | -4.0% | +15.6% | +11.8% |
| 3M | +3.7% | -22.9% | +26.6% | +6.1% |
| 6M | +33.0% | -27.1% | +60.1% | +36.2% |
| YTD | +16.6% | -46.5% | +63.1% | +22.2% |
| 1Y | +26.9% | -49.4% | +76.4% | +33.4% |
| All | +26.9% | -48.7% | +75.6% | +33.4% |
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