+15.3%
TQQQ vs UPST
-50.9%
+66.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.9% | +5.9% | +2.4% |
| 7D | +18.6% | -13.5% | +32.1% | +26.9% |
| 30D | -24.0% | -19.6% | -4.4% | -15.5% |
| 3M | -19.6% | -34.2% | +14.6% | -2.4% |
| 6M | -19.8% | -31.2% | +11.4% | -3.3% |
| YTD | +14.3% | -56.2% | +70.5% | +52.4% |
| All | +15.3% | -50.9% | +66.2% | +45.2% |
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