-47.6%
UPST vs NIO
-52.8%
+5.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.8% | -4.5% | -7.5% |
| 7D | -4.5% | +2.8% | -7.3% | -4.8% |
| 30D | -15.3% | -8.4% | -6.9% | -14.1% |
| 3M | -32.4% | -32.0% | -0.5% | -29.1% |
| 6M | -29.5% | -43.9% | +14.4% | -25.1% |
| YTD | -53.3% | -35.7% | -17.6% | -50.3% |
| All | -47.6% | -52.8% | +5.2% | -36.1% |
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