-91.6%
UPST vs PTEN
+49.0%
-140.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.2% |
| 7D | -10.6% | +10.6% | -21.2% | -13.7% |
| 30D | -14.0% | -4.9% | -9.0% | -13.5% |
| 3M | -36.8% | +1.4% | -38.3% | -38.5% |
| 6M | -27.5% | -7.0% | -20.5% | -29.0% |
| YTD | -55.3% | +84.8% | -140.0% | -68.2% |
| 1Y | -47.5% | +95.7% | -143.2% | -63.6% |
| 3Y | -10.4% | +2.0% | -12.4% | -22.9% |
| All | -91.6% | +49.0% | -140.6% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling