+11.3%
QQQ vs UPST
-51.0%
+62.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.5% | +0.8% |
| 7D | +6.4% | -13.5% | +19.9% | +8.8% |
| 30D | -7.5% | -19.6% | +12.2% | -4.3% |
| 3M | -4.8% | -34.2% | +29.4% | +1.4% |
| 6M | -2.5% | -31.2% | +28.7% | +3.1% |
| YTD | +12.4% | -56.2% | +68.6% | +22.9% |
| 1Y | +11.3% | -51.7% | +63.0% | +19.7% |
| All | +11.3% | -51.0% | +62.3% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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