-47.4%
UPST vs HRB
+8.1%
-55.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | 0.0% | -8.3% | -8.3% |
| 7D | -4.5% | -4.0% | -0.4% | -3.7% |
| 30D | -15.3% | +15.8% | -31.1% | -17.8% |
| 3M | -32.4% | +12.0% | -44.5% | -34.3% |
| 6M | -29.5% | +40.7% | -70.3% | -35.8% |
| YTD | -53.3% | +21.0% | -74.3% | -51.7% |
| 1Y | -47.4% | +11.7% | -59.0% | -42.7% |
| All | -47.4% | +8.1% | -55.5% | -42.7% |
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