+22.1%
HAL vs QLD
+7,183.5%
-7,161.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -12.7% | +9.5% | +2.7% |
| 7D | -11.1% | -18.6% | +7.5% | -2.6% |
| 30D | -2.4% | -28.3% | +25.8% | +13.0% |
| 3M | +0.8% | -20.4% | +21.2% | +10.5% |
| 6M | -22.8% | -14.3% | -8.5% | -20.3% |
| YTD | +14.5% | +2.8% | +11.8% | +6.7% |
| 1Y | +20.2% | -1.2% | +21.4% | +13.5% |
| 3Y | -15.2% | +135.3% | -150.5% | -51.4% |
| 5Y | +42.5% | +62.6% | -20.0% | -14.1% |
| 10Y | -16.5% | +1,384.3% | -1,400.8% | -88.1% |
| All | +22.1% | +7,183.5% | -7,161.4% | -95.3% |
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 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