-48.1%
UPST vs WCC
+27.2%
-75.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.4% |
| 7D | -12.1% | +3.3% | -15.4% | -13.2% |
| 30D | -13.4% | -9.4% | -4.0% | -10.9% |
| 3M | -31.2% | -10.5% | -20.7% | -29.4% |
| 6M | -28.3% | -10.4% | -17.9% | -27.0% |
| YTD | -53.0% | +34.4% | -87.4% | -66.9% |
| All | -48.1% | +27.2% | -75.3% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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