-59.8%
UPST vs NVMI
+32.0%
-91.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.3% |
| 7D | -12.0% | +3.8% | -15.8% | -13.3% |
| 30D | -16.0% | -7.6% | -8.5% | -13.8% |
| 3M | -17.2% | -28.0% | +10.8% | -8.8% |
| 6M | -10.9% | -15.3% | +4.4% | -10.7% |
| YTD | -42.6% | +11.5% | -54.1% | -50.8% |
| 1Y | -59.8% | +31.6% | -91.4% | -67.7% |
| All | -59.8% | +32.0% | -91.8% | -67.7% |
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