-92.9%
UPST vs HRB
+142.1%
-235.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.9% | +2.6% |
| 7D | +4.4% | -2.4% | +6.8% | +5.2% |
| 30D | -7.7% | +15.7% | -23.4% | -11.8% |
| 3M | -28.4% | +11.4% | -39.8% | -31.4% |
| 6M | -23.2% | +40.7% | -63.9% | -32.5% |
| YTD | -49.1% | +21.0% | -70.1% | -53.1% |
| 1Y | -42.4% | +7.2% | -49.6% | -44.7% |
| 3Y | +5.4% | +29.2% | -23.8% | -18.3% |
| 5Y | -92.9% | +142.3% | -235.2% | -96.1% |
| All | -92.9% | +142.1% | -235.1% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling