-31.7%
NKE vs UPST
-48.7%
+17.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +9.4% | -4.2% | +3.8% |
| 7D | +9.0% | -3.1% | +12.1% | +9.3% |
| 30D | +19.2% | -4.0% | +23.2% | +19.6% |
| 3M | -1.5% | -22.9% | +21.4% | +1.8% |
| 6M | -4.2% | -27.1% | +22.9% | -0.7% |
| YTD | -34.8% | -46.5% | +11.8% | -31.9% |
| 1Y | -31.7% | -49.4% | +17.7% | -28.8% |
| All | -31.7% | -48.7% | +17.0% | -28.8% |
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 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