+23.6%
WMT vs UPST
-48.7%
+72.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.3% | +8.2% | -0.3% |
| 7D | +0.6% | -4.5% | +5.0% | +0.5% |
| 30D | +12.8% | -15.3% | +28.1% | +12.2% |
| 3M | +11.7% | -32.4% | +44.1% | +10.4% |
| 6M | -3.5% | -29.5% | +26.0% | -4.4% |
| YTD | +13.4% | -53.3% | +66.7% | +10.3% |
| 1Y | +23.6% | -47.4% | +71.0% | +21.6% |
| All | +23.6% | -48.7% | +72.3% | +21.6% |
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