+38.8%
THC vs UPST
-47.3%
+86.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.1% |
| 7D | +3.7% | -4.9% | +8.6% | +3.7% |
| 30D | +9.0% | -8.9% | +17.9% | +9.0% |
| 3M | +10.4% | -26.3% | +36.7% | +10.3% |
| 6M | +45.7% | -23.7% | +69.4% | +45.5% |
| YTD | +42.6% | -49.9% | +92.5% | +42.4% |
| 1Y | +38.8% | -42.0% | +80.7% | +31.3% |
| All | +38.8% | -47.3% | +86.1% | +31.3% |
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