-42.6%
UPST vs PTC
+10.5%
-53.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +4.4% | +0.8% | +3.6% | +4.2% |
| 30D | -7.7% | +0.7% | -8.4% | -7.9% |
| 3M | -28.4% | +32.6% | -61.0% | -35.3% |
| 6M | -23.2% | +33.6% | -56.7% | -28.4% |
| YTD | -49.1% | +12.4% | -61.6% | -39.2% |
| All | -42.6% | +10.5% | -53.1% | -29.1% |
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