-62.4%
UPST vs WCC
+66.8%
-129.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.5% |
| 7D | -8.1% | +6.8% | -14.9% | -10.6% |
| 30D | -14.3% | -3.0% | -11.3% | -13.5% |
| 3M | -16.6% | +0.2% | -16.8% | -17.5% |
| 6M | -7.3% | +33.2% | -40.4% | -21.7% |
| YTD | -40.8% | +45.8% | -86.6% | -52.4% |
| 1Y | -62.4% | +68.4% | -130.8% | -70.8% |
| All | -62.4% | +66.8% | -129.3% | -70.8% |
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