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UPST vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UPST and BRK-B is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

UPST vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upstart Holdings, Inc. (UPST) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%250.00%AugustSeptemberOctoberNovemberDecember
175.67%
11.34%
UPST
BRK-B

Key characteristics

Sharpe Ratio

UPST:

0.45

BRK-B:

1.86

Sortino Ratio

UPST:

1.47

BRK-B:

2.63

Omega Ratio

UPST:

1.17

BRK-B:

1.33

Calmar Ratio

UPST:

0.46

BRK-B:

3.57

Martin Ratio

UPST:

1.51

BRK-B:

8.41

Ulcer Index

UPST:

28.74%

BRK-B:

3.22%

Daily Std Dev

UPST:

97.13%

BRK-B:

14.56%

Max Drawdown

UPST:

-96.90%

BRK-B:

-53.86%

Current Drawdown

UPST:

-83.76%

BRK-B:

-6.17%

Fundamentals

Market Cap

UPST:

$6.20B

BRK-B:

$984.50B

EPS

UPST:

-$1.91

BRK-B:

$49.49

Total Revenue (TTM)

UPST:

$557.88M

BRK-B:

$369.89B

Gross Profit (TTM)

UPST:

$532.92M

BRK-B:

$66.19B

EBITDA (TTM)

UPST:

-$143.13M

BRK-B:

$149.77B

Returns By Period


UPST

YTD

54.97%

1M

-19.63%

6M

176.51%

1Y

54.97%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

0.00%

1M

-6.16%

6M

11.34%

1Y

27.09%

5Y*

14.73%

10Y*

11.78%

*Annualized

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Risk-Adjusted Performance

UPST vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for UPST, currently valued at 0.57, compared to the broader market-4.00-2.000.002.000.571.86
The chart of Sortino ratio for UPST, currently valued at 1.62, compared to the broader market-4.00-2.000.002.004.001.622.63
The chart of Omega ratio for UPST, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.33
The chart of Calmar ratio for UPST, currently valued at 0.58, compared to the broader market0.002.004.006.000.583.57
The chart of Martin ratio for UPST, currently valued at 2.08, compared to the broader market0.005.0010.0015.0020.0025.002.088.41
UPST
BRK-B

The current UPST Sharpe Ratio is 0.45, which is lower than the BRK-B Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of UPST and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember
0.57
1.86
UPST
BRK-B

Dividends

UPST vs. BRK-B - Dividend Comparison

Neither UPST nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

UPST vs. BRK-B - Drawdown Comparison

The maximum UPST drawdown since its inception was -96.90%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for UPST and BRK-B. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember
-83.76%
-6.17%
UPST
BRK-B

Volatility

UPST vs. BRK-B - Volatility Comparison

Upstart Holdings, Inc. (UPST) has a higher volatility of 28.77% compared to Berkshire Hathaway Inc. (BRK-B) at 3.62%. This indicates that UPST's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%AugustSeptemberOctoberNovemberDecember
28.77%
3.62%
UPST
BRK-B

Financials

UPST vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Upstart Holdings, Inc. and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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