-11.7%
UPST vs NVMI
+212.4%
-224.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.2% | -4.4% |
| 7D | -1.5% | +11.7% | -13.2% | -6.4% |
| 30D | -13.2% | -4.0% | -9.2% | -12.0% |
| 3M | -13.0% | -25.8% | +12.8% | -3.0% |
| 6M | -2.9% | -8.3% | +5.4% | -4.2% |
| YTD | -38.3% | +14.8% | -53.1% | -46.2% |
| 1Y | -60.5% | +37.9% | -98.3% | -68.8% |
| 3Y | -11.7% | +216.3% | -228.0% | -55.7% |
| All | -11.7% | +212.4% | -224.2% | -55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling