-4.8%
UPST vs WU
-51.1%
+46.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.7% | -1.0% |
| 7D | -3.5% | -0.8% | -2.7% | -3.0% |
| 30D | -7.1% | -1.1% | -6.0% | -6.5% |
| 3M | -13.1% | -3.9% | -9.2% | -13.9% |
| 6M | -1.1% | -20.7% | +19.6% | +12.4% |
| YTD | -35.9% | -18.4% | -17.5% | -28.9% |
| 1Y | -57.4% | -8.1% | -49.4% | -57.7% |
| 3Y | -14.9% | -24.2% | +9.3% | -5.0% |
| 5Y | -88.7% | -50.4% | -38.2% | -81.7% |
| All | -4.8% | -51.1% | +46.3% | +59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling