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Wheels Up Experience Inc. (UP)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US96328L1061
CUSIP
96328L106
IPO Date
Nov 13, 2020

Highlights

Market Cap
$372.81M
Enterprise Value
$431.82M
EPS (TTM)
-$0.42
Total Revenue (TTM)
$736.50M
Gross Profit (TTM)
$73.74M
EBITDA (TTM)
-$180.33M
Year Range
$0.41 - $3.50
Target Price
$500.00
ROA (TTM)
-30.37%
ROE (TTM)
75.04%

Share Price Chart


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Wheels Up Experience Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Wheels Up Experience Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Wheels Up Experience Inc. (UP) has returned -21.30% so far this year and -48.86% over the past 12 months.


Wheels Up Experience Inc.

1D
19.53%
1M
-13.28%
YTD
-21.30%
6M
-71.93%
1Y
-48.86%
3Y*
-56.62%
5Y*
-65.28%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 13, 2020, UP's average daily return is -0.13%, while the average monthly return is -3.54%.

Historically, 34% of months were positive and 66% were negative. The best month was Aug 2025 with a return of +107.8%, while the worst month was Jun 2023 at -59.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 7 months.

On a daily basis, UP closed higher 45% of trading days. The best single day was Jan 12, 2026 with a return of +46.6%, while the worst single day was Jun 22, 2023 at -60.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.01%-5.46%-13.28%-21.30%
2025-5.45%-22.44%-16.53%13.86%13.91%-18.32%31.78%107.80%-37.20%-25.54%-44.04%-14.39%-60.22%
2024-3.50%-15.41%2.50%-21.95%20.09%-29.74%39.15%-32.70%36.72%-15.70%22.55%-34.00%-51.90%
202319.42%-9.76%-42.99%-26.91%-37.45%-59.56%102.56%-18.99%7.81%-31.88%63.83%48.48%-66.70%
2022-17.67%-8.12%-11.40%-1.93%-17.05%-22.92%14.87%-16.52%-38.50%53.91%-27.68%-19.53%-77.80%
20215.62%3.80%-8.42%-0.20%0.00%-0.10%-19.84%-17.63%0.00%6.37%-33.81%0.00%-53.46%

Benchmark Metrics

Wheels Up Experience Inc. has an annualized alpha of -41.97%, beta of 1.76, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since November 16, 2020.

  • This stock participated in 237.87% of S&P 500 Index downside but only -59.85% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.07 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-41.97%
Beta
1.76
0.07
Upside Capture
-59.85%
Downside Capture
237.87%

Return for Risk

Risk / Return Rank

UP ranks 27 for risk / return — below 27% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


UP Risk / Return Rank: 2727
Overall Rank
UP Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
UP Sortino Ratio Rank: 3232
Sortino Ratio Rank
UP Omega Ratio Rank: 3232
Omega Ratio Rank
UP Calmar Ratio Rank: 2222
Calmar Ratio Rank
UP Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Wheels Up Experience Inc. (UP) and compare them to a chosen benchmark (S&P 500 Index).


UPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.38

0.90

-1.27

Sortino ratio

Return per unit of downside risk

0.16

1.39

-1.22

Omega ratio

Gain probability vs. loss probability

1.02

1.21

-0.19

Calmar ratio

Return relative to maximum drawdown

-0.57

1.40

-1.97

Martin ratio

Return relative to average drawdown

-0.92

6.61

-7.52

Explore UP risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Wheels Up Experience Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Wheels Up Experience Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wheels Up Experience Inc. was 99.63%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Wheels Up Experience Inc. drawdown is 99.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.63%Jul 15, 20211182Mar 30, 2026
-13.23%Feb 3, 2021107Jul 7, 20215Jul 14, 2021112
-4.59%Jan 27, 20211Jan 27, 20213Feb 1, 20214
-2.78%Dec 2, 20201Dec 2, 202018Dec 29, 202019
-2.7%Nov 20, 20201Nov 20, 20206Dec 1, 20207

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wheels Up Experience Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Wheels Up Experience Inc. is priced in the market compared to other companies in the Airports & Air Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UP relative to other companies in the Airports & Air Services industry. Currently, UP has a P/S ratio of 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items