-59.6%
UPST vs SOXQ
+94.9%
-154.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.4% | -1.8% |
| 7D | -12.0% | +2.3% | -14.3% | -13.0% |
| 30D | -16.0% | -3.9% | -12.1% | -14.6% |
| 3M | -17.2% | -4.7% | -12.4% | -17.6% |
| 6M | -10.9% | +47.9% | -58.8% | -35.7% |
| YTD | -42.6% | +64.3% | -106.9% | -61.8% |
| All | -59.6% | +94.9% | -154.5% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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