+6.6%
DHR vs UPST
-51.0%
+57.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.5% | -0.5% |
| 7D | +2.6% | -13.5% | +16.1% | +4.3% |
| 30D | +4.2% | -19.6% | +23.8% | +6.7% |
| 3M | +13.0% | -34.2% | +47.2% | +18.1% |
| 6M | +40.2% | -31.2% | +71.4% | +45.4% |
| YTD | +2.0% | -56.2% | +58.2% | +9.9% |
| 1Y | +6.6% | -51.7% | +58.3% | +13.1% |
| All | +6.6% | -51.0% | +57.6% | +13.1% |
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