+4.1%
HOOD vs UPST
-58.1%
+62.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -1.1% |
| 7D | +17.1% | -3.5% | +20.7% | +19.6% |
| 30D | +31.6% | -7.1% | +38.7% | +37.5% |
| 3M | +38.2% | -13.1% | +51.3% | +48.5% |
| 6M | +48.5% | -1.1% | +49.6% | +49.2% |
| YTD | +8.0% | -35.9% | +43.8% | +28.6% |
| All | +4.1% | -58.1% | +62.3% | +15.5% |
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 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