-49.4%
UPST vs WCN
+16.1%
-65.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +8.7% |
| 7D | -3.1% | +6.7% | -9.9% | -4.7% |
| 30D | -4.0% | +24.3% | -28.3% | -9.8% |
| 3M | -22.9% | +16.1% | -39.0% | -26.3% |
| 6M | -27.1% | +19.9% | -47.1% | -31.3% |
| YTD | -46.5% | +10.1% | -56.6% | -45.9% |
| 1Y | -49.4% | +14.4% | -63.9% | -52.4% |
| All | -49.4% | +16.1% | -65.5% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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