+58.2%
QQQI vs UPST
-26.5%
+84.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.7% |
| 7D | -0.3% | -8.8% | +8.4% | +0.5% |
| 30D | -0.3% | -12.1% | +11.8% | +0.8% |
| 3M | +1.3% | -19.5% | +20.8% | +3.2% |
| 6M | +11.5% | -6.8% | +18.3% | +11.5% |
| YTD | +11.3% | -41.5% | +52.8% | +15.3% |
| 1Y | +16.9% | -58.9% | +75.7% | +24.1% |
| All | +58.2% | -26.5% | +84.7% | +56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling