-47.5%
UPST vs NIO
-55.0%
+7.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.9% | +7.1% | +3.1% |
| 7D | -10.6% | -14.5% | +3.8% | -7.9% |
| 30D | -14.0% | -15.0% | +1.0% | -11.3% |
| 3M | -36.8% | -35.6% | -1.3% | -32.7% |
| 6M | -27.5% | -55.7% | +28.1% | -20.4% |
| YTD | -55.3% | -43.1% | -12.1% | -51.3% |
| 1Y | -47.5% | -53.5% | +6.0% | -37.9% |
| All | -47.5% | -55.0% | +7.4% | -37.9% |
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