-49.4%
UPST vs NVMI
-11.6%
-37.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.4% | +11.8% | +10.2% |
| 7D | -3.1% | -11.8% | +8.6% | +1.1% |
| 30D | -4.0% | -24.8% | +20.8% | +5.3% |
| 3M | -22.9% | -28.6% | +5.7% | -14.4% |
| 6M | -27.1% | -40.0% | +12.9% | -17.0% |
| YTD | -46.5% | -10.1% | -36.5% | -51.0% |
| 1Y | -49.4% | -9.8% | -39.7% | -54.1% |
| All | -49.4% | -11.6% | -37.9% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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