-13.5%
HAL vs QLD
+134.4%
-147.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -12.7% | +9.5% | -0.2% |
| 7D | -11.1% | -18.6% | +7.5% | -6.8% |
| 30D | -2.4% | -28.3% | +25.8% | +5.3% |
| 3M | +0.8% | -20.4% | +21.2% | +5.7% |
| 6M | -22.8% | -14.3% | -8.5% | -21.7% |
| YTD | +14.5% | +2.8% | +11.8% | +9.2% |
| 1Y | +20.2% | -1.2% | +21.4% | +15.9% |
| All | -13.5% | +134.4% | -147.9% | -36.3% |
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