+42.8%
NBIX vs UPST
-19.3%
+62.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.1% |
| 7D | -1.1% | -12.0% | +10.9% | -0.3% |
| 30D | -3.3% | -16.0% | +12.7% | -2.3% |
| 3M | -2.7% | -17.2% | +14.5% | -1.7% |
| 6M | +20.6% | -10.9% | +31.4% | +20.5% |
| YTD | +10.4% | -42.6% | +53.0% | +13.4% |
| 1Y | +10.8% | -59.8% | +70.6% | +16.4% |
| All | +42.8% | -19.3% | +62.1% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling