+70.8%
NVT vs UPST
-59.3%
+130.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.0% | +2.7% | +4.3% |
| 7D | +4.1% | -8.8% | +12.8% | +5.9% |
| 30D | -5.1% | -12.1% | +6.9% | -3.0% |
| 3M | -1.2% | -19.5% | +18.3% | +2.3% |
| 6M | +46.6% | -6.8% | +53.4% | +45.6% |
| YTD | +60.0% | -41.5% | +101.5% | +71.8% |
| 1Y | +70.8% | -58.9% | +129.6% | +91.5% |
| All | +70.8% | -59.3% | +130.1% | +91.5% |
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