-2.5%
HAL vs QLD
+178.0%
-180.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.9% | +0.6% | +2.4% | +2.8% |
| 30D | +17.0% | -0.1% | +17.2% | +16.9% |
| 3M | -9.7% | -8.4% | -1.3% | -8.3% |
| 6M | +8.6% | +32.2% | -23.6% | -1.4% |
| YTD | +33.0% | +28.9% | +4.1% | +21.3% |
| 1Y | +68.3% | +43.8% | +24.5% | +47.4% |
| All | -2.5% | +178.0% | -180.5% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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