-49.4%
UPST vs WING
-23.2%
-26.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.7% | +5.7% | +8.4% |
| 7D | -3.1% | +21.0% | -24.1% | -8.3% |
| 30D | -4.0% | +56.9% | -60.9% | -16.1% |
| 3M | -22.9% | +38.4% | -61.2% | -30.5% |
| 6M | -27.1% | +12.0% | -39.1% | -29.9% |
| YTD | -46.5% | -29.2% | -17.3% | -40.5% |
| 1Y | -49.4% | -28.8% | -20.6% | -44.6% |
| All | -49.4% | -23.2% | -26.2% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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