-57.4%
UPST vs WETO
-98.9%
+41.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -20.8% | +19.2% | -1.6% |
| 7D | -3.5% | -55.4% | +51.9% | -3.4% |
| 30D | -7.1% | -48.5% | +41.4% | -9.0% |
| 3M | -13.1% | -97.5% | +84.4% | -7.4% |
| 6M | -1.1% | -94.2% | +93.1% | -9.6% |
| YTD | -35.9% | -97.0% | +61.2% | -34.9% |
| 1Y | -57.4% | -98.9% | +41.5% | -52.1% |
| All | -57.4% | -98.9% | +41.5% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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