-72.1%
UPST vs PLTU
+103.5%
-175.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.1% | -8.2% | -2.9% |
| 7D | -4.9% | -25.3% | +20.4% | +1.9% |
| 30D | -8.9% | -34.5% | +25.6% | +0.2% |
| 3M | -26.3% | -3.4% | -23.0% | -28.0% |
| 6M | -23.7% | +12.4% | -36.1% | -33.0% |
| YTD | -49.9% | -45.1% | -4.8% | -48.2% |
| 1Y | -42.0% | -45.7% | +3.7% | -40.7% |
| All | -72.1% | +103.5% | -175.6% | -83.9% |
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