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EVLV vs. UPST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EVLV and UPST is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

EVLV vs. UPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evolv Technologies Holdings Inc (EVLV) and Upstart Holdings, Inc. (UPST). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%SeptemberOctoberNovemberDecember2025February
6.09%
99.47%
EVLV
UPST

Key characteristics

Sharpe Ratio

EVLV:

-0.27

UPST:

2.06

Sortino Ratio

EVLV:

0.30

UPST:

3.22

Omega Ratio

EVLV:

1.05

UPST:

1.37

Calmar Ratio

EVLV:

-0.33

UPST:

2.14

Martin Ratio

EVLV:

-0.80

UPST:

13.87

Ulcer Index

EVLV:

33.33%

UPST:

14.59%

Daily Std Dev

EVLV:

97.37%

UPST:

98.50%

Max Drawdown

EVLV:

-84.50%

UPST:

-96.90%

Current Drawdown

EVLV:

-64.86%

UPST:

-79.69%

Fundamentals

Market Cap

EVLV:

$617.60M

UPST:

$7.79B

EPS

EVLV:

-$0.11

UPST:

-$1.44

Total Revenue (TTM)

EVLV:

$47.21M

UPST:

$636.53M

Gross Profit (TTM)

EVLV:

$26.24M

UPST:

$620.68M

EBITDA (TTM)

EVLV:

-$740.00K

UPST:

-$114.65M

Returns By Period

In the year-to-date period, EVLV achieves a -3.04% return, which is significantly lower than UPST's 28.65% return.


EVLV

YTD

-3.04%

1M

17.85%

6M

6.09%

1Y

-12.16%

5Y*

N/A

10Y*

N/A

UPST

YTD

28.65%

1M

23.75%

6M

99.47%

1Y

223.17%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

EVLV vs. UPST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVLV
The Risk-Adjusted Performance Rank of EVLV is 3434
Overall Rank
The Sharpe Ratio Rank of EVLV is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of EVLV is 4040
Sortino Ratio Rank
The Omega Ratio Rank of EVLV is 4141
Omega Ratio Rank
The Calmar Ratio Rank of EVLV is 2626
Calmar Ratio Rank
The Martin Ratio Rank of EVLV is 2929
Martin Ratio Rank

UPST
The Risk-Adjusted Performance Rank of UPST is 9292
Overall Rank
The Sharpe Ratio Rank of UPST is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of UPST is 9393
Sortino Ratio Rank
The Omega Ratio Rank of UPST is 8989
Omega Ratio Rank
The Calmar Ratio Rank of UPST is 9191
Calmar Ratio Rank
The Martin Ratio Rank of UPST is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EVLV vs. UPST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evolv Technologies Holdings Inc (EVLV) and Upstart Holdings, Inc. (UPST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for EVLV, currently valued at -0.27, compared to the broader market-2.000.002.00-0.272.06
The chart of Sortino ratio for EVLV, currently valued at 0.30, compared to the broader market-4.00-2.000.002.004.006.000.303.22
The chart of Omega ratio for EVLV, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.37
The chart of Calmar ratio for EVLV, currently valued at -0.33, compared to the broader market0.002.004.006.00-0.332.14
The chart of Martin ratio for EVLV, currently valued at -0.80, compared to the broader market-10.000.0010.0020.0030.00-0.8013.87
EVLV
UPST

The current EVLV Sharpe Ratio is -0.27, which is lower than the UPST Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of EVLV and UPST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.27
2.06
EVLV
UPST

Dividends

EVLV vs. UPST - Dividend Comparison

Neither EVLV nor UPST has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

EVLV vs. UPST - Drawdown Comparison

The maximum EVLV drawdown since its inception was -84.50%, smaller than the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for EVLV and UPST. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%SeptemberOctoberNovemberDecember2025February
-64.86%
-79.69%
EVLV
UPST

Volatility

EVLV vs. UPST - Volatility Comparison

The current volatility for Evolv Technologies Holdings Inc (EVLV) is 23.63%, while Upstart Holdings, Inc. (UPST) has a volatility of 32.52%. This indicates that EVLV experiences smaller price fluctuations and is considered to be less risky than UPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%60.00%SeptemberOctoberNovemberDecember2025February
23.63%
32.52%
EVLV
UPST

Financials

EVLV vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between Evolv Technologies Holdings Inc and Upstart Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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