-47.5%
UPST vs HALO
+42.6%
-90.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | -10.6% | -3.2% | -7.4% | -9.8% |
| 30D | -14.0% | -14.2% | +0.2% | -10.5% |
| 3M | -36.8% | -0.4% | -36.4% | -36.8% |
| 6M | -27.5% | +43.2% | -70.7% | -34.9% |
| YTD | -55.3% | +49.0% | -104.3% | -59.1% |
| 1Y | -47.5% | +40.8% | -88.4% | -50.3% |
| All | -47.5% | +42.6% | -90.2% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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