-63.6%
UPST vs PLTD
-77.8%
+14.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.3% | +0.8% |
| 7D | -3.5% | +5.9% | -9.5% | -0.3% |
| 30D | -7.1% | -11.6% | +4.5% | -11.9% |
| 3M | -13.1% | -29.9% | +16.9% | -23.9% |
| 6M | -1.1% | -28.5% | +27.4% | -8.9% |
| YTD | -35.9% | -20.4% | -15.5% | -35.8% |
| 1Y | -57.4% | -33.3% | -24.2% | -60.2% |
| All | -63.6% | -77.8% | +14.2% | -79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling