-11.7%
UPST vs PTEN
-1.7%
-10.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -4.5% |
| 7D | -1.5% | -1.0% | -0.5% | -1.2% |
| 30D | -13.2% | +29.3% | -42.5% | -21.4% |
| 3M | -13.0% | +7.2% | -20.2% | -16.8% |
| 6M | -2.9% | +43.5% | -46.4% | -22.2% |
| YTD | -38.3% | +113.2% | -151.5% | -60.2% |
| 1Y | -60.5% | +135.1% | -195.5% | -76.1% |
| 3Y | -11.7% | -4.8% | -6.9% | -26.6% |
| All | -11.7% | -1.7% | -10.1% | -26.6% |
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