-46.7%
HUBS vs UPST
-56.5%
+9.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.4% |
| 7D | -5.0% | -3.5% | -1.5% | -3.9% |
| 30D | -1.0% | -7.1% | +6.1% | +1.5% |
| 3M | +12.4% | -13.1% | +25.4% | +16.7% |
| 6M | -11.1% | -1.1% | -10.0% | -12.4% |
| YTD | -38.3% | -35.9% | -2.4% | -31.6% |
| 1Y | -46.7% | -57.4% | +10.7% | -33.7% |
| All | -46.7% | -56.5% | +9.8% | -33.7% |
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