+75.2%
HBAN vs UPST
+7.9%
+67.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | 0.0% |
| 7D | +0.7% | -3.5% | +4.2% | +1.0% |
| 30D | -3.2% | -7.1% | +3.9% | -2.7% |
| 3M | +4.0% | -13.1% | +17.0% | +4.9% |
| 6M | +3.1% | -1.1% | +4.2% | +2.5% |
| YTD | 0.0% | -35.9% | +35.9% | +2.9% |
| 1Y | -1.2% | -57.4% | +56.2% | +4.7% |
| 3Y | +72.5% | -14.9% | +87.3% | +64.4% |
| 5Y | +39.3% | -88.7% | +128.0% | +32.7% |
| All | +75.2% | +7.9% | +67.3% | +56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling