UPST vs. TQQQ
Compare and contrast key facts about Upstart Holdings, Inc. (UPST) and ProShares UltraPro QQQ (TQQQ).
TQQQ is a passively managed fund by ProShares that tracks the performance of the NASDAQ-100 Index (300%). It was launched on Feb 9, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPST or TQQQ.
Performance
UPST vs. TQQQ - Performance Comparison
Returns By Period
In the year-to-date period, UPST achieves a 81.25% return, which is significantly higher than TQQQ's 55.99% return.
UPST
81.25%
48.86%
217.17%
215.42%
N/A
N/A
TQQQ
55.99%
9.00%
20.58%
78.91%
34.31%
34.40%
Key characteristics
| UPST | TQQQ | |
|---|---|---|
| Sharpe Ratio | 2.17 | 1.52 |
| Sortino Ratio | 3.16 | 1.98 |
| Omega Ratio | 1.37 | 1.27 |
| Calmar Ratio | 2.28 | 1.54 |
| Martin Ratio | 6.08 | 6.32 |
| Ulcer Index | 35.41% | 12.49% |
| Daily Std Dev | 99.13% | 51.79% |
| Max Drawdown | -96.90% | -81.66% |
| Current Drawdown | -81.01% | -8.72% |
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Correlation
The correlation between UPST and TQQQ is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
UPST vs. TQQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and ProShares UltraPro QQQ (TQQQ). 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.
Dividends
UPST vs. TQQQ - Dividend Comparison
UPST has not paid dividends to shareholders, while TQQQ's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
UPST Upstart Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TQQQ ProShares UltraPro QQQ | 1.22% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
Drawdowns
UPST vs. TQQQ - Drawdown Comparison
The maximum UPST drawdown since its inception was -96.90%, which is greater than TQQQ's maximum drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for UPST and TQQQ. For additional features, visit the drawdowns tool.
Volatility
UPST vs. TQQQ - Volatility Comparison
Upstart Holdings, Inc. (UPST) has a higher volatility of 42.20% compared to ProShares UltraPro QQQ (TQQQ) at 16.13%. This indicates that UPST's price experiences larger fluctuations and is considered to be riskier than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.