-7.5%
HDB vs UPST
-4.9%
-2.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.7% | +0.4% |
| 7D | +2.7% | -10.6% | +13.4% | +3.3% |
| 30D | +14.1% | -14.0% | +28.1% | +14.9% |
| 3M | +11.8% | -36.8% | +48.7% | +14.3% |
| 6M | +8.2% | -27.5% | +35.7% | +9.7% |
| YTD | -29.3% | -55.3% | +26.0% | -27.3% |
| 1Y | -28.8% | -47.5% | +18.8% | -27.3% |
| 3Y | -7.5% | -10.4% | +3.0% | -13.0% |
| All | -7.5% | -4.9% | -2.6% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling