-61.7%
UPST vs WETO
-99.4%
+37.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.4% | +7.4% | +2.0% |
| 7D | -8.8% | -4.3% | -4.5% | -8.8% |
| 30D | -12.1% | -39.9% | +27.8% | -13.8% |
| 3M | -19.5% | -97.9% | +78.4% | -16.1% |
| 6M | -6.8% | -95.0% | +88.2% | -9.6% |
| YTD | -41.5% | -97.2% | +55.7% | -42.3% |
| 1Y | -58.9% | -98.9% | +40.1% | -59.1% |
| All | -61.7% | -99.4% | +37.8% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling