-49.4%
UPST vs NIO
-54.1%
+4.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +6.0% | +8.8% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | -4.0% | -3.5% | -0.5% | -3.4% |
| 3M | -22.9% | -30.7% | +7.8% | -19.6% |
| 6M | -27.1% | -45.6% | +18.5% | -22.8% |
| YTD | -46.5% | -35.3% | -11.2% | -43.5% |
| 1Y | -49.4% | -53.9% | +4.5% | -43.2% |
| All | -49.4% | -54.1% | +4.7% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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