-60.5%
UPST vs BWA
+53.0%
-113.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -3.7% |
| 7D | -1.5% | +4.3% | -5.8% | -1.8% |
| 30D | -13.2% | -2.9% | -10.3% | -13.2% |
| 3M | -13.0% | -12.4% | -0.5% | -12.8% |
| 6M | -2.9% | +28.6% | -31.4% | -1.4% |
| YTD | -38.3% | +48.2% | -86.5% | -43.6% |
| 1Y | -60.5% | +50.9% | -111.4% | -64.6% |
| All | -60.5% | +53.0% | -113.5% | -64.6% |
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