+31.1%
NBIS vs UPST
-47.2%
+78.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -8.3% | +3.0% | -1.5% |
| 7D | -11.6% | -4.5% | -7.1% | -9.9% |
| 30D | -39.4% | -15.3% | -24.1% | -34.3% |
| 3M | -27.2% | -32.4% | +5.2% | -14.3% |
| 6M | -24.3% | -29.5% | +5.2% | -12.7% |
| YTD | +60.1% | -53.3% | +113.4% | +106.9% |
| All | +31.1% | -47.2% | +78.3% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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