-49.4%
UPST vs HRB
+16.9%
-66.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.4% | +5.0% | +8.6% |
| 7D | -3.1% | +16.0% | -19.2% | -5.6% |
| 30D | -4.0% | +32.1% | -36.1% | -8.6% |
| 3M | -22.9% | +21.5% | -44.4% | -25.8% |
| 6M | -27.1% | +82.1% | -109.2% | -37.2% |
| YTD | -46.5% | +31.6% | -78.1% | -49.6% |
| 1Y | -49.4% | +15.9% | -65.3% | -52.5% |
| All | -49.4% | +16.9% | -66.3% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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