+3.6%
NVT vs UPST
-48.7%
+52.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +9.4% | -22.1% | -14.0% |
| 7D | -19.5% | -3.1% | -16.3% | -19.0% |
| 30D | -32.4% | -4.0% | -28.4% | -31.9% |
| 3M | -30.3% | -22.9% | -7.5% | -27.4% |
| 6M | -30.4% | -27.1% | -3.3% | -27.3% |
| YTD | +11.3% | -46.5% | +57.9% | +19.4% |
| 1Y | +3.6% | -49.4% | +53.0% | +11.8% |
| All | +3.6% | -48.7% | +52.3% | +11.8% |
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