-57.4%
UPST vs HRB
+1.1%
-58.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.3% | -1.1% |
| 7D | -3.5% | -5.7% | +2.1% | -2.8% |
| 30D | -7.1% | +7.9% | -15.0% | -8.3% |
| 3M | -13.1% | +32.1% | -45.2% | -17.7% |
| 6M | -1.1% | +62.2% | -63.3% | -11.9% |
| YTD | -35.9% | +16.4% | -52.3% | -41.6% |
| 1Y | -57.4% | -0.3% | -57.1% | -65.0% |
| All | -57.4% | +1.1% | -58.5% | -65.0% |
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