+36.3%
HBAN vs UPST
-90.0%
+126.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | -1.2% |
| 7D | +2.1% | -1.5% | +3.6% | +2.2% |
| 30D | -4.5% | -13.2% | +8.7% | -3.1% |
| 3M | +2.6% | -13.0% | +15.5% | +3.8% |
| 6M | +4.7% | -2.9% | +7.6% | +4.1% |
| YTD | -1.5% | -38.3% | +36.8% | +2.4% |
| 1Y | -1.9% | -60.5% | +58.5% | +6.4% |
| 3Y | +75.2% | -11.7% | +86.9% | +63.3% |
| All | +36.3% | -90.0% | +126.3% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling