-16.3%
UPST vs WING
-29.7%
+13.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.7% | -1.3% |
| 7D | -3.5% | -3.9% | +0.3% | -2.3% |
| 30D | -7.1% | -11.6% | +4.5% | -3.7% |
| 3M | -13.1% | -24.2% | +11.1% | -5.6% |
| 6M | -1.1% | -54.1% | +53.0% | +27.0% |
| YTD | -35.9% | -53.9% | +18.0% | -18.5% |
| 1Y | -57.4% | -64.4% | +6.9% | -41.3% |
| All | -16.3% | -29.7% | +13.4% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling