+21.4%
HUBS vs UPST
-28.9%
+50.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.5% | +0.1% |
| 7D | +8.3% | -10.6% | +18.9% | +11.5% |
| 30D | -4.0% | -14.0% | +10.0% | -0.2% |
| 3M | -9.7% | -36.8% | +27.2% | +2.2% |
| 6M | +21.4% | -27.5% | +48.9% | +32.9% |
| All | +21.4% | -28.9% | +50.2% | +32.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling