+27.3%
WAT vs UPST
-48.7%
+76.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.4% | -7.7% | +0.2% |
| 7D | -1.9% | -3.1% | +1.2% | -1.5% |
| 30D | +6.2% | -4.0% | +10.2% | +6.7% |
| 3M | +18.1% | -22.9% | +40.9% | +22.0% |
| 6M | +54.9% | -27.1% | +82.0% | +60.7% |
| YTD | +23.1% | -46.5% | +69.6% | +31.2% |
| 1Y | +27.3% | -49.4% | +76.7% | +35.9% |
| All | +27.3% | -48.7% | +76.0% | +35.9% |
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