-30.2%
NVD vs UPST
-48.7%
+18.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +9.4% | -2.9% | +9.7% |
| 7D | +15.0% | -3.1% | +18.1% | +13.7% |
| 30D | +39.3% | -4.0% | +43.3% | +37.3% |
| 3M | +3.1% | -22.9% | +26.0% | -5.5% |
| 6M | -19.0% | -27.1% | +8.1% | -25.0% |
| YTD | -35.5% | -46.5% | +11.0% | -41.6% |
| 1Y | -30.2% | -49.4% | +19.2% | -36.9% |
| All | -30.2% | -48.7% | +18.5% | -36.9% |
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