+8.4%
WEC vs UPST
-51.0%
+59.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.9% | -0.1% |
| 7D | -0.7% | -13.5% | +12.8% | -1.0% |
| 30D | +11.0% | -19.6% | +30.6% | +10.5% |
| 3M | +8.6% | -34.2% | +42.8% | +7.6% |
| 6M | +6.2% | -31.2% | +37.4% | +5.3% |
| YTD | +14.3% | -56.2% | +70.5% | +12.5% |
| 1Y | +8.4% | -51.7% | +60.0% | +6.2% |
| All | +8.4% | -51.0% | +59.3% | +6.2% |
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