+22.3%
HAS vs Q
+71.3%
-49.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | -1.8% | +0.2% | -2.0% | -1.8% |
| 30D | +2.3% | -11.1% | +13.4% | +3.6% |
| 3M | +10.4% | -22.1% | +32.5% | +13.3% |
| 6M | -3.2% | +0.5% | -3.7% | -6.4% |
| YTD | +15.4% | +47.8% | -32.4% | +4.4% |
| All | +22.3% | +71.3% | -49.0% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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