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ISIN
US96328L1061
CUSIP
96328L106
IPO Date
Nov 13, 2020

Highlights

Market Cap
$332.93M
Enterprise Value
$438.66M
EPS (TTM)
-$7.82
Total Revenue (TTM)
$727.89M
Gross Profit (TTM)
$27.38M
EBITDA (TTM)
-$176.99M
Year Range
$4.69 - $70.00
Target Price
$500.00
ROA (TTM)
-30.33%
ROE (TTM)
59.67%

Share Price Chart


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Performance

UP Performance Chart

Wheels Up Experience Inc. (UP) is down 29.8% since the beginning of the year. At $9 per share, UP is trading 86.8% below its 52-week high of $70. Investors who bought $1,000 worth of UP shares 5 years ago would now be looking at an investment worth $5.


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S&P 500 Index

Returns By Period

Wheels Up Experience Inc. (UP) has returned -29.83% so far this year and -65.11% over the past 12 months.


Wheels Up Experience Inc.

1D
-6.50%
1M
64.46%
YTD
-29.83%
6M
-26.00%
1Y
-65.11%
3Y*
-42.12%
5Y*
-65.89%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UP Monthly Returns History

Based on dividend-adjusted daily data since Nov 13, 2020, UP's average daily return is -0.12%, while the average monthly return is -3.08%.

Historically, 35% of months were positive and 65% 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 8 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%-47.92%63.94%4.42%-29.83%
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%-17.62%0.00%6.37%-33.81%0.00%-53.46%

Benchmark Metrics

Wheels Up Experience Inc. has an annualized alpha of -42.61%, beta of 1.76, and R2 of 0.06 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 -58.39% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.06 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
-42.61%
Beta
1.76
0.06
Upside Capture
-58.39%
Downside Capture
237.87%

Return for Risk

Risk / Return Rank

UP ranks 21 for risk / return — below 21% 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: 2121
Overall Rank
UP Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
UP Sortino Ratio Rank: 2626
Sortino Ratio Rank
UP Omega Ratio Rank: 2626
Omega Ratio Rank
UP Calmar Ratio Rank: 1414
Calmar Ratio Rank
UP Martin Ratio Rank: 2020
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 S&P 500 Index.


UPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.48

2.39

-2.87

Sortino ratio

Return per unit of downside risk

-0.18

3.25

-3.44

Omega ratio

Gain probability vs. loss probability

0.98

1.43

-0.45

Calmar ratio

Return relative to maximum drawdown

-0.71

3.11

-3.82

Martin ratio

Return relative to average drawdown

-1.01

14.38

-15.39

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 99.78%, occurring on May 12, 2026. The portfolio has not yet recovered.

The current Wheels Up Experience Inc. drawdown is 99.60%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-99.78%May 2026
4y 10mo
4y 10moJul 2021 - now
2021 correction2021
-13.23%Jul 2021
5mo 4d7d
5mo 11dFeb 2021 - Jul 2021
2021 pullback2021
-4.59%Jan 2021
0s5d
5dJan 2021 - Feb 2021
2020 pullback2020
-2.78%Dec 2020
0s28d
28dDec 2020 - Dec 2020
2020 pullback2020
-2.70%Nov 2020
0s11d
11dNov 2020 - Dec 2020

Drawdown Indicators


UPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-99.78%

-56.78%

-43.00%

Max Drawdown (1Y)

Largest decline over 1 year

-92.39%

-9.10%

-83.29%

Max Drawdown (3Y)

Largest decline over 3 years

-95.63%

-18.90%

-76.73%

Max Drawdown (5Y)

Largest decline over 5 years

-99.78%

-25.43%

-74.35%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-99.60%

0.00%

-99.60%

Average Drawdown

Average peak-to-trough decline

-78.84%

-10.72%

-68.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

64.72%

1.97%

+62.75%

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 0.4. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

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
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