-42.6%
UPST vs PLTU
-45.3%
+2.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.1% | -9.5% | -0.8% |
| 7D | +4.4% | -11.7% | +16.1% | +6.6% |
| 30D | -7.7% | -36.9% | +29.3% | +1.0% |
| 3M | -28.4% | -10.9% | -17.5% | -28.3% |
| 6M | -23.2% | +18.0% | -41.2% | -30.6% |
| YTD | -49.1% | -39.0% | -10.1% | -47.4% |
| All | -42.6% | -45.3% | +2.7% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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