-4.8%
UPST vs HRB
+270.9%
-275.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.3% | -0.5% |
| 7D | -3.5% | -5.7% | +2.1% | -1.9% |
| 30D | -7.1% | +7.9% | -15.0% | -9.7% |
| 3M | -13.1% | +32.1% | -45.2% | -21.2% |
| 6M | -1.1% | +62.2% | -63.3% | -17.6% |
| YTD | -35.9% | +16.4% | -52.3% | -40.0% |
| 1Y | -57.4% | -0.3% | -57.1% | -58.3% |
| 3Y | -14.9% | +36.0% | -50.9% | -33.5% |
| 5Y | -88.7% | +125.2% | -213.9% | -92.4% |
| All | -4.8% | +270.9% | -275.7% | -25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling