+12.9%
TQQQ vs UPST
-48.7%
+61.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.4% | -6.6% | -1.5% |
| 7D | -14.0% | -3.1% | -10.8% | -12.7% |
| 30D | -25.1% | -4.0% | -21.1% | -23.9% |
| 3M | -16.7% | -22.9% | +6.2% | -6.8% |
| 6M | -3.7% | -27.1% | +23.4% | +10.1% |
| YTD | +18.8% | -46.5% | +65.3% | +43.9% |
| 1Y | +12.9% | -49.4% | +62.3% | +38.4% |
| All | +12.9% | -48.7% | +61.6% | +38.4% |
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