-49.4%
UPST vs QSR
+23.8%
-73.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.5% | +3.9% | +7.4% |
| 7D | -3.1% | +5.2% | -8.3% | -4.8% |
| 30D | -4.0% | +12.2% | -16.2% | -7.7% |
| 3M | -22.9% | +7.0% | -29.9% | -24.5% |
| 6M | -27.1% | -0.3% | -26.8% | -26.0% |
| YTD | -46.5% | +18.0% | -64.5% | -47.2% |
| 1Y | -49.4% | +22.6% | -72.1% | -49.7% |
| All | -49.4% | +23.8% | -73.3% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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