-41.6%
HIMS vs UPST
-62.0%
+20.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.1% | +1.3% |
| 7D | -2.7% | -8.1% | +5.4% | +1.9% |
| 30D | -12.2% | -14.3% | +2.1% | -4.3% |
| 3M | -3.7% | -16.6% | +12.9% | +7.1% |
| 6M | +25.9% | -7.3% | +33.2% | +32.4% |
| YTD | -14.1% | -40.8% | +26.7% | +4.6% |
| 1Y | -41.6% | -62.4% | +20.8% | -21.3% |
| All | -41.6% | -62.0% | +20.4% | -21.3% |
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