-47.4%
UPST vs PTC
+10.9%
-58.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.3% | -8.6% | -8.4% |
| 7D | -4.5% | +1.3% | -5.8% | -4.9% |
| 30D | -15.3% | +1.1% | -16.4% | -15.6% |
| 3M | -32.4% | +30.1% | -62.6% | -38.4% |
| 6M | -29.5% | +34.0% | -63.6% | -34.4% |
| YTD | -53.3% | +12.8% | -66.2% | -44.3% |
| 1Y | -47.4% | +10.7% | -58.1% | -35.1% |
| All | -47.4% | +10.9% | -58.3% | -35.1% |
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