-51.7%
UPST vs BWA
+12.4%
-64.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.3% | -6.8% |
| 7D | -13.5% | +7.3% | -20.8% | -14.0% |
| 30D | -19.6% | -15.8% | -3.8% | -18.7% |
| 3M | -34.2% | -25.7% | -8.4% | -32.9% |
| 6M | -31.2% | -19.6% | -11.6% | -29.4% |
| YTD | -56.2% | +14.1% | -70.3% | -61.4% |
| 1Y | -51.7% | +12.2% | -63.8% | -56.7% |
| All | -51.7% | +12.4% | -64.1% | -56.7% |
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