+265.3%
HUT vs UPST
-56.5%
+321.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.8% | +7.1% |
| 7D | +17.8% | -3.5% | +21.3% | +20.0% |
| 30D | +0.8% | -7.1% | +8.0% | +3.6% |
| 3M | -26.8% | -13.1% | -13.7% | -22.2% |
| 6M | +72.6% | -1.1% | +73.7% | +61.0% |
| YTD | +103.6% | -35.9% | +139.5% | +155.5% |
| 1Y | +265.3% | -57.4% | +322.7% | +448.2% |
| All | +265.3% | -56.5% | +321.8% | +448.2% |
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