+56.8%
QQQI vs UPST
-28.0%
+84.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.6% |
| 7D | -1.0% | -12.0% | +10.9% | +0.1% |
| 30D | -0.6% | -16.0% | +15.5% | +1.0% |
| 3M | +3.4% | -17.2% | +20.5% | +5.0% |
| 6M | +10.6% | -10.9% | +21.5% | +11.1% |
| YTD | +10.3% | -42.6% | +52.9% | +14.5% |
| 1Y | +16.3% | -59.8% | +76.1% | +23.8% |
| All | +56.8% | -28.0% | +84.8% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling