-59.5%
NVD vs UPST
-62.0%
+2.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.0% | +5.9% | +0.6% |
| 7D | +0.5% | -8.1% | +8.6% | -2.0% |
| 30D | -9.3% | -14.3% | +5.0% | -13.0% |
| 3M | -22.1% | -16.6% | -5.4% | -24.8% |
| 6M | -45.8% | -7.3% | -38.5% | -44.8% |
| YTD | -46.7% | -40.8% | -5.9% | -48.5% |
| 1Y | -59.5% | -62.4% | +3.0% | -54.9% |
| All | -59.5% | -62.0% | +2.6% | -54.9% |
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