-60.5%
UPST vs WWD
+40.3%
-100.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.0% |
| 7D | -1.5% | +0.8% | -2.3% | -1.8% |
| 30D | -13.2% | -6.4% | -6.8% | -10.9% |
| 3M | -13.0% | -5.6% | -7.3% | -11.9% |
| 6M | -2.9% | -9.1% | +6.2% | -1.4% |
| YTD | -38.3% | +12.5% | -50.8% | -44.2% |
| 1Y | -60.5% | +41.3% | -101.8% | -67.6% |
| All | -60.5% | +40.3% | -100.8% | -67.6% |
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