+74.2%
HAL vs QS
-45.8%
+119.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.6% | +7.5% | +1.1% |
| 7D | -1.3% | -4.2% | +2.9% | -1.2% |
| 30D | +10.9% | -15.7% | +26.6% | +11.4% |
| 3M | -5.8% | -28.7% | +22.8% | -4.9% |
| 6M | +8.1% | -23.2% | +31.3% | +8.7% |
| YTD | +33.2% | -49.9% | +83.1% | +36.5% |
| 1Y | +74.2% | -38.8% | +113.0% | +82.2% |
| All | +74.2% | -45.8% | +119.9% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 1y: compounded portfolio wealth divided by compounded QS 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…
1y analysis · Full analysis span regression · 6 months rolling