-6.5%
UPST vs PTEN
-5.9%
-0.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.9% | -10.2% | -8.9% |
| 7D | -4.5% | -14.5% | +10.0% | 0.0% |
| 30D | -15.3% | -11.1% | -4.2% | -13.0% |
| 3M | -32.4% | -7.8% | -24.6% | -32.2% |
| 6M | -29.5% | -10.5% | -19.0% | -30.4% |
| YTD | -53.3% | +69.3% | -122.6% | -68.8% |
| 1Y | -47.4% | +70.5% | -117.9% | -65.1% |
| All | -6.5% | -5.9% | -0.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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