-42.0%
UPST vs PLTD
-12.9%
-29.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -2.5% |
| 7D | -4.9% | +13.7% | -18.7% | +0.9% |
| 30D | -8.9% | +18.4% | -27.3% | -1.0% |
| 3M | -26.3% | -7.5% | -18.9% | -27.2% |
| 6M | -23.7% | -31.3% | +7.6% | -30.1% |
| YTD | -49.9% | -15.4% | -34.6% | -47.3% |
| 1Y | -42.0% | -18.4% | -23.6% | -38.9% |
| All | -42.0% | -12.9% | -29.1% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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