-3.0%
NU vs UPST
-62.0%
+59.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.9% | -1.3% |
| 7D | -2.6% | -8.1% | +5.5% | -0.8% |
| 30D | +8.2% | -14.3% | +22.5% | +11.7% |
| 3M | +26.3% | -16.6% | +42.9% | +30.5% |
| 6M | +2.2% | -7.3% | +9.5% | +2.4% |
| YTD | -10.4% | -40.8% | +30.4% | -4.2% |
| 1Y | -3.0% | -62.4% | +59.5% | +3.6% |
| All | -3.0% | -62.0% | +59.1% | +3.6% |
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