+40.0%
WPM vs UPST
-48.7%
+88.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +9.4% | +2.6% | +9.7% |
| 7D | +3.9% | -3.1% | +7.0% | +4.5% |
| 30D | -3.5% | -4.0% | +0.5% | -2.9% |
| 3M | +14.1% | -22.9% | +37.0% | +20.0% |
| 6M | +6.2% | -27.1% | +33.3% | +12.5% |
| YTD | +12.4% | -46.5% | +58.9% | +22.1% |
| 1Y | +40.0% | -49.4% | +89.4% | +53.2% |
| All | +40.0% | -48.7% | +88.6% | +53.2% |
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