+18.7%
HPQ vs UPST
-56.5%
+75.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.9% | +2.4% |
| 7D | +6.9% | -3.5% | +10.5% | +7.3% |
| 30D | +14.4% | -7.1% | +21.6% | +15.1% |
| 3M | +25.6% | -13.1% | +38.7% | +26.7% |
| 6M | +75.0% | -1.1% | +76.1% | +73.3% |
| YTD | +50.7% | -35.9% | +86.5% | +56.7% |
| 1Y | +18.7% | -57.4% | +76.1% | +26.0% |
| All | +18.7% | -56.5% | +75.2% | +26.0% |
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 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