-49.4%
UPST vs BWA
+17.4%
-66.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.5% | +11.9% | +9.5% |
| 7D | -3.1% | -9.9% | +6.7% | -2.6% |
| 30D | -4.0% | -16.4% | +12.4% | -3.0% |
| 3M | -22.9% | -19.8% | -3.1% | -21.8% |
| 6M | -27.1% | -10.0% | -17.2% | -24.7% |
| YTD | -46.5% | +12.7% | -59.3% | -51.8% |
| 1Y | -49.4% | +15.7% | -65.1% | -55.3% |
| All | -49.4% | +17.4% | -66.8% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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