-58.5%
UPST vs WY
-6.8%
-51.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | -8.1% | -1.7% | -6.4% | -7.6% |
| 30D | -14.3% | -9.9% | -4.4% | -11.9% |
| 3M | -16.6% | -7.5% | -9.1% | -14.9% |
| 6M | -7.3% | -5.1% | -2.1% | -6.7% |
| YTD | -40.8% | -2.1% | -38.7% | -41.0% |
| All | -58.5% | -6.8% | -51.7% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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