-90.7%
UPST vs SOXQ
+251.3%
-342.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.4% | -0.2% |
| 7D | -12.0% | +2.3% | -14.3% | -14.4% |
| 30D | -16.0% | -3.9% | -12.1% | -13.1% |
| 3M | -17.2% | -4.7% | -12.4% | -18.4% |
| 6M | -10.9% | +47.9% | -58.8% | -51.0% |
| YTD | -42.6% | +64.3% | -106.9% | -72.8% |
| 1Y | -59.8% | +95.7% | -155.5% | -85.1% |
| 3Y | -17.9% | +231.5% | -249.4% | -87.1% |
| 5Y | -90.7% | +255.0% | -345.7% | -98.5% |
| All | -90.7% | +251.3% | -342.0% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling