-53.1%
UPWK price history and return analytics
+140.5%
-193.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.1% |
| 7D | -0.9% | +2.4% | -3.3% | -3.9% |
| 30D | +17.8% | -1.5% | +19.3% | +19.3% |
| 3M | +14.7% | -4.1% | +18.8% | +20.0% |
| 6M | +18.4% | +0.6% | +17.8% | +15.7% |
| YTD | -49.9% | +11.0% | -60.9% | -57.0% |
| 1Y | -41.8% | +13.3% | -55.1% | -51.3% |
| 3Y | -27.6% | +73.4% | -101.0% | -65.0% |
| 5Y | -79.1% | +57.4% | -136.5% | -88.2% |
| All | -53.1% | +140.5% | -193.6% | -77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling