-57.4%
UPST vs PTC
-33.3%
-24.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.0% | +4.4% | +1.3% |
| 7D | -3.5% | -10.3% | +6.7% | +1.6% |
| 30D | -7.1% | +1.1% | -8.3% | -7.9% |
| 3M | -13.1% | +1.6% | -14.7% | -13.3% |
| 6M | -1.1% | -13.5% | +12.4% | +16.2% |
| YTD | -35.9% | -19.1% | -16.8% | -17.1% |
| 1Y | -57.4% | -33.9% | -23.5% | -38.3% |
| All | -57.4% | -33.3% | -24.2% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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