-4.8%
UPST vs WING
-12.1%
+7.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.7% | -1.1% |
| 7D | -3.5% | -3.9% | +0.3% | -1.6% |
| 30D | -7.1% | -11.6% | +4.5% | -1.9% |
| 3M | -13.1% | -24.2% | +11.1% | -1.7% |
| 6M | -1.1% | -54.1% | +53.0% | +44.7% |
| YTD | -35.9% | -53.9% | +18.0% | -8.4% |
| 1Y | -57.4% | -64.4% | +6.9% | -30.8% |
| 3Y | -14.9% | -30.2% | +15.3% | -29.8% |
| 5Y | -88.7% | -34.1% | -54.5% | -91.2% |
| All | -4.8% | -12.1% | +7.3% | -43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling