+45.2%
WAB vs UPST
-48.7%
+93.8%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -8.3% | +10.0% | +2.4% |
| 7D | +4.0% | -4.5% | +8.5% | +4.4% |
| 30D | +6.3% | -15.3% | +21.6% | +7.5% |
| 3M | +3.3% | -32.4% | +35.7% | +6.1% |
| 6M | +14.5% | -29.5% | +44.0% | +16.7% |
| YTD | +42.7% | -53.3% | +96.0% | +48.9% |
| 1Y | +45.2% | -47.4% | +92.6% | +46.3% |
| All | +45.2% | -48.7% | +93.8% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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