-71.6%
UPST vs PLTD
-76.4%
+4.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -2.8% |
| 7D | -4.9% | +13.7% | -18.7% | +2.0% |
| 30D | -8.9% | +18.4% | -27.3% | +0.5% |
| 3M | -26.3% | -7.5% | -18.9% | -27.6% |
| 6M | -23.7% | -31.3% | +7.6% | -32.5% |
| YTD | -49.9% | -15.4% | -34.6% | -47.7% |
| 1Y | -42.0% | -18.4% | -23.6% | -39.6% |
| All | -71.6% | -76.4% | +4.8% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling