UPST vs. QQQ

In the year-to-date period, UPST achieves a -23.39% return, which is significantly lower than QQQ's 1.69% return.

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This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and Invesco QQQ (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current UPST Sharpe Ratio is 0.91, which is higher than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of UPST and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UPST has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.

The maximum UPST drawdown since its inception was -96.90%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for UPST and QQQ.

Upstart Holdings, Inc. (UPST) has a higher volatility of 22.04% compared to Invesco QQQ (QQQ) at 5.62%. This indicates that UPST's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.