+21.4%
HUT vs UPST
-47.3%
+68.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -1.1% | +15.7% | +15.1% |
| 7D | -11.4% | -4.9% | -6.5% | -10.2% |
| 30D | -41.0% | -8.9% | -32.2% | -38.7% |
| 3M | -41.9% | -26.3% | -15.6% | -33.6% |
| 6M | -51.7% | -23.7% | -27.9% | -46.7% |
| YTD | +14.6% | -49.9% | +64.5% | +61.4% |
| 1Y | +21.4% | -42.0% | +63.4% | +44.4% |
| All | +21.4% | -47.3% | +68.7% | +44.4% |
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