-62.4%
UPST vs PAYC
-2.9%
-59.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.6% |
| 7D | -8.1% | -8.7% | +0.7% | -5.9% |
| 30D | -14.3% | +1.2% | -15.5% | -14.5% |
| 3M | -16.6% | +58.6% | -75.3% | -28.6% |
| 6M | -7.3% | +56.6% | -63.9% | -20.6% |
| YTD | -40.8% | +36.2% | -77.0% | -46.5% |
| 1Y | -62.4% | -2.2% | -60.2% | -63.3% |
| All | -62.4% | -2.9% | -59.5% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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