-3.0%
UPST vs NVDX
+815.5%
-818.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -3.6% |
| 7D | -8.1% | -0.9% | -7.2% | -7.9% |
| 30D | -14.3% | +3.0% | -17.3% | -15.3% |
| 3M | -16.6% | +6.8% | -23.4% | -18.9% |
| 6M | -7.3% | +28.6% | -35.9% | -14.0% |
| YTD | -40.8% | +17.0% | -57.8% | -44.4% |
| 1Y | -62.4% | +27.0% | -89.4% | -65.9% |
| All | -3.0% | +815.5% | -818.5% | -51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling