-62.4%
UPST vs BBWI
-35.2%
-27.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.3% | -2.1% |
| 7D | -8.1% | -4.4% | -3.7% | -6.8% |
| 30D | -14.3% | -7.4% | -6.9% | -12.7% |
| 3M | -16.6% | -2.2% | -14.4% | -16.4% |
| 6M | -7.3% | -16.3% | +9.0% | -3.0% |
| YTD | -40.8% | -9.1% | -31.7% | -39.3% |
| 1Y | -62.4% | -34.5% | -27.9% | -59.5% |
| All | -62.4% | -35.2% | -27.2% | -59.5% |
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