-60.5%
UPST vs WU
-11.3%
-49.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.5% | -1.3% | -3.2% |
| 7D | -1.5% | -0.8% | -0.6% | -1.3% |
| 30D | -13.2% | -1.1% | -12.1% | -12.9% |
| 3M | -13.0% | -1.8% | -11.2% | -15.0% |
| 6M | -2.9% | -23.9% | +21.0% | +4.5% |
| YTD | -38.3% | -20.4% | -17.9% | -34.4% |
| 1Y | -60.5% | -10.6% | -49.9% | -58.7% |
| All | -60.5% | -11.3% | -49.2% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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