+12.3%
QQQM vs UPST
-48.7%
+61.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.4% | -8.5% | -0.5% |
| 7D | -4.6% | -3.1% | -1.5% | -4.2% |
| 30D | -8.5% | -4.0% | -4.5% | -8.1% |
| 3M | -4.3% | -22.9% | +18.6% | -0.9% |
| 6M | +3.1% | -27.1% | +30.2% | +7.1% |
| YTD | +13.1% | -46.5% | +59.6% | +19.4% |
| 1Y | +12.3% | -49.4% | +61.7% | +19.0% |
| All | +12.3% | -48.7% | +61.0% | +19.0% |
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 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