-47.6%
UPST vs BBWI
+1.3%
-48.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.8% | -8.1% |
| 7D | -4.5% | -4.2% | -0.2% | -3.1% |
| 30D | -15.3% | +24.9% | -40.2% | -20.8% |
| 3M | -32.4% | +13.2% | -45.7% | -35.5% |
| 6M | -29.5% | +12.1% | -41.6% | -32.6% |
| YTD | -53.3% | +11.1% | -64.4% | -54.7% |
| All | -47.6% | +1.3% | -48.8% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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