-58.9%
UPST vs NTRS
+51.4%
-110.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.0% |
| 7D | -8.8% | +1.4% | -10.1% | -9.9% |
| 30D | -12.1% | -0.7% | -11.4% | -11.7% |
| 3M | -19.5% | +11.3% | -30.8% | -28.0% |
| 6M | -6.8% | +35.5% | -42.4% | -36.0% |
| YTD | -41.5% | +40.6% | -82.1% | -61.7% |
| 1Y | -58.9% | +49.2% | -108.1% | -75.4% |
| All | -58.9% | +51.4% | -110.3% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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