-12.6%
NVDA vs UPST
-49.8%
+37.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.2% | -2.4% |
| 7D | -12.7% | -10.6% | -2.1% | -10.9% |
| 30D | -26.4% | -14.0% | -12.4% | -24.5% |
| 3M | -27.6% | -36.8% | +9.2% | -21.6% |
| 6M | -27.7% | -27.5% | -0.2% | -23.5% |
| YTD | -12.5% | -55.3% | +42.8% | -4.2% |
| 1Y | -12.6% | -47.5% | +34.9% | -3.8% |
| All | -12.6% | -49.8% | +37.2% | -3.8% |
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