-51.7%
UPST vs BBWI
+1.2%
-52.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -3.9% | -5.9% |
| 7D | -13.5% | -4.5% | -9.0% | -12.2% |
| 30D | -19.6% | +17.1% | -36.8% | -23.3% |
| 3M | -34.2% | +17.5% | -51.7% | -37.8% |
| 6M | -31.2% | +12.8% | -44.0% | -34.2% |
| YTD | -56.2% | +8.2% | -64.4% | -57.1% |
| 1Y | -51.7% | -1.8% | -49.9% | -51.9% |
| All | -51.7% | +1.2% | -52.9% | -51.9% |
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