-49.4%
UPST vs NTR
+36.7%
-86.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.0% | +5.4% | +10.1% |
| 7D | -3.1% | +4.3% | -7.5% | -2.4% |
| 30D | -4.0% | +2.6% | -6.6% | -3.5% |
| 3M | -22.9% | +8.5% | -31.4% | -21.3% |
| 6M | -27.1% | -3.3% | -23.8% | -26.2% |
| YTD | -46.5% | +19.6% | -66.1% | -50.2% |
| 1Y | -49.4% | +37.6% | -87.0% | -58.3% |
| All | -49.4% | +36.7% | -86.1% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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