-4.8%
UPST vs PTEN
+154.3%
-159.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | -3.5% | +0.7% | -4.3% | -3.8% |
| 30D | -7.1% | +31.2% | -38.3% | -14.6% |
| 3M | -13.1% | +2.0% | -15.1% | -15.1% |
| 6M | -1.1% | +42.4% | -43.5% | -15.1% |
| YTD | -35.9% | +109.2% | -145.1% | -51.7% |
| 1Y | -57.4% | +122.3% | -179.7% | -68.7% |
| 3Y | -14.9% | -5.6% | -9.3% | -23.2% |
| 5Y | -88.7% | +86.5% | -175.2% | -90.4% |
| All | -4.8% | +154.3% | -159.2% | -31.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling