-75.1%
UPST vs PLTU
+121.9%
-197.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.2% | +6.4% | +3.2% |
| 7D | -10.6% | +9.0% | -19.7% | -12.8% |
| 30D | -14.0% | -33.0% | +19.0% | -6.0% |
| 3M | -36.8% | -19.0% | -17.9% | -35.2% |
| 6M | -27.5% | +30.4% | -57.9% | -38.9% |
| YTD | -55.3% | -40.2% | -15.1% | -54.8% |
| 1Y | -47.5% | -37.8% | -9.7% | -47.9% |
| All | -75.1% | +121.9% | -197.0% | -86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling