-4.8%
HSY vs UPST
-59.7%
+54.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | -0.1% |
| 7D | -1.6% | -1.5% | -0.1% | -1.6% |
| 30D | -4.2% | -13.2% | +9.0% | -4.7% |
| 3M | -0.7% | -13.0% | +12.2% | -1.1% |
| 6M | -21.8% | -2.9% | -18.9% | -21.6% |
| YTD | -2.7% | -38.3% | +35.6% | -3.4% |
| 1Y | -4.8% | -60.5% | +55.6% | -0.9% |
| All | -4.8% | -59.7% | +54.9% | -0.9% |
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