+1.1%
UPST vs NVDX
+833.4%
-832.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.9% | +0.1% | -3.0% |
| 7D | -1.5% | +7.3% | -8.8% | -3.0% |
| 30D | -13.2% | -0.9% | -12.3% | -13.5% |
| 3M | -13.0% | +8.4% | -21.4% | -15.6% |
| 6M | -2.9% | +38.2% | -41.0% | -11.3% |
| YTD | -38.3% | +19.3% | -57.6% | -42.3% |
| 1Y | -60.5% | +33.3% | -93.7% | -64.4% |
| All | +1.1% | +833.4% | -832.2% | -49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling