-57.6%
HTZ vs UPST
-56.5%
-1.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +3.0% | +1.6% |
| 7D | +7.5% | -3.5% | +11.0% | +8.0% |
| 30D | +47.4% | -7.1% | +54.6% | +48.7% |
| 3M | -54.9% | -13.1% | -41.8% | -54.3% |
| 6M | -47.0% | -1.1% | -45.9% | -48.1% |
| YTD | -55.3% | -35.9% | -19.4% | -52.1% |
| 1Y | -57.6% | -57.4% | -0.2% | -53.4% |
| All | -57.6% | -56.5% | -1.1% | -53.4% |
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