-49.4%
UPST vs NVDX
-27.2%
-22.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -6.2% | +15.6% | +11.1% |
| 7D | -3.1% | -14.1% | +10.9% | +0.8% |
| 30D | -4.0% | -31.3% | +27.4% | +6.0% |
| 3M | -22.9% | -16.2% | -6.7% | -20.4% |
| 6M | -27.1% | -11.9% | -15.2% | -26.9% |
| YTD | -46.5% | -9.4% | -37.1% | -49.5% |
| 1Y | -49.4% | -23.9% | -25.6% | -50.8% |
| All | -49.4% | -27.2% | -22.3% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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