+85.3%
NUE vs UPST
-62.0%
+147.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +1.0% |
| 7D | -2.3% | -8.1% | +5.8% | -1.5% |
| 30D | -6.1% | -14.3% | +8.2% | -4.7% |
| 3M | +1.7% | -16.6% | +18.3% | +2.9% |
| 6M | +53.1% | -7.3% | +60.4% | +51.9% |
| YTD | +59.0% | -40.8% | +99.8% | +66.3% |
| 1Y | +85.3% | -62.4% | +147.8% | +98.1% |
| All | +85.3% | -62.0% | +147.4% | +98.1% |
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