+17.1%
NXPI vs UPST
-88.8%
+105.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.5% |
| 7D | +1.9% | -3.5% | +5.4% | +2.4% |
| 30D | -1.4% | -7.1% | +5.7% | -0.5% |
| 3M | -29.1% | -13.1% | -16.0% | -27.8% |
| 6M | +6.2% | -1.1% | +7.3% | +4.9% |
| YTD | +5.9% | -35.9% | +41.7% | +10.6% |
| 1Y | +2.9% | -57.4% | +60.3% | +13.3% |
| 3Y | +14.5% | -14.9% | +29.4% | +4.0% |
| All | +17.1% | -88.8% | +105.9% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling