-42.6%
UPST vs NIO
-51.1%
+8.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.1% | +1.5% |
| 7D | +4.4% | +6.9% | -2.5% | +3.2% |
| 30D | -7.7% | -4.7% | -2.9% | -7.1% |
| 3M | -28.4% | -28.1% | -0.4% | -25.6% |
| 6M | -23.2% | -41.7% | +18.5% | -19.0% |
| YTD | -49.1% | -33.1% | -16.0% | -46.2% |
| All | -42.6% | -51.1% | +8.5% | -30.7% |
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