-60.5%
UPST vs PLTU
-22.2%
-38.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.7% | +0.9% | -2.8% |
| 7D | -1.5% | -11.6% | +10.1% | +0.6% |
| 30D | -13.2% | -4.6% | -8.6% | -13.0% |
| 3M | -13.0% | +33.7% | -46.7% | -22.3% |
| 6M | -2.9% | -9.4% | +6.5% | -5.9% |
| YTD | -38.3% | -34.7% | -3.6% | -37.5% |
| 1Y | -60.5% | -23.2% | -37.2% | -60.1% |
| All | -60.5% | -22.2% | -38.2% | -60.1% |
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