-48.1%
UPST vs WWD
+26.4%
-74.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.2% |
| 7D | -12.1% | +3.7% | -15.8% | -13.3% |
| 30D | -13.4% | +1.8% | -15.2% | -14.1% |
| 3M | -31.2% | -5.0% | -26.2% | -30.0% |
| 6M | -28.3% | -8.4% | -19.9% | -26.8% |
| YTD | -53.0% | +12.3% | -65.3% | -57.5% |
| All | -48.1% | +26.4% | -74.5% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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