+10.6%
NVS vs UPST
-62.0%
+72.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.9% | 0.0% |
| 7D | -15.4% | -8.1% | -7.3% | -15.2% |
| 30D | -12.3% | -14.3% | +2.0% | -12.0% |
| 3M | -7.8% | -16.6% | +8.8% | -7.5% |
| 6M | -13.0% | -7.3% | -5.7% | -12.9% |
| YTD | +2.8% | -40.8% | +43.5% | +3.3% |
| 1Y | +10.6% | -62.4% | +73.1% | +11.1% |
| All | +10.6% | -62.0% | +72.7% | +11.1% |
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