+41.8%
HAL vs QLD
+9,036.4%
-8,994.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.9% | +0.6% | +2.4% | +2.6% |
| 30D | +17.0% | -0.1% | +17.2% | +16.8% |
| 3M | -9.7% | -8.4% | -1.3% | -7.8% |
| 6M | +8.6% | +32.2% | -23.6% | -8.5% |
| YTD | +33.0% | +28.9% | +4.1% | +12.8% |
| 1Y | +68.3% | +43.8% | +24.5% | +34.0% |
| 3Y | +0.1% | +176.6% | -176.5% | -46.5% |
| 5Y | +102.6% | +121.6% | -18.9% | +5.4% |
| 10Y | +3.8% | +1,652.9% | -1,649.1% | -86.1% |
| All | +41.8% | +9,036.4% | -8,994.6% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling