+114.4%
HPE vs UPST
-49.8%
+164.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -4.1% |
| 7D | +7.9% | -10.6% | +18.5% | +9.9% |
| 30D | -23.5% | -14.0% | -9.5% | -21.4% |
| 3M | -19.1% | -36.8% | +17.8% | -12.1% |
| 6M | +51.4% | -27.5% | +78.9% | +59.4% |
| YTD | +103.4% | -55.3% | +158.7% | +130.7% |
| 1Y | +114.4% | -47.5% | +161.9% | +125.2% |
| All | +114.4% | -49.8% | +164.2% | +125.2% |
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