-62.4%
UPST vs WCN
-8.7%
-53.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -3.9% |
| 7D | -8.1% | -1.7% | -6.4% | -7.9% |
| 30D | -14.3% | -3.0% | -11.3% | -14.0% |
| 3M | -16.6% | +2.5% | -19.2% | -17.3% |
| 6M | -7.3% | -5.7% | -1.6% | -5.0% |
| YTD | -40.8% | -7.4% | -33.3% | -40.0% |
| 1Y | -62.4% | -8.6% | -53.8% | -62.5% |
| All | -62.4% | -8.7% | -53.7% | -62.5% |
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