-14.2%
UPST vs SOXQ
+235.9%
-250.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.3% |
| 7D | -8.1% | +5.2% | -13.3% | -11.8% |
| 30D | -14.3% | -0.5% | -13.8% | -14.4% |
| 3M | -16.6% | -5.6% | -11.0% | -16.1% |
| 6M | -7.3% | +53.0% | -60.3% | -41.5% |
| YTD | -40.8% | +68.8% | -109.6% | -66.3% |
| 1Y | -62.4% | +105.7% | -168.2% | -82.6% |
| All | -14.2% | +235.9% | -250.1% | -80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling