+65.2%
HAS vs QID
-21.1%
+86.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +2.8% |
| 7D | +2.4% | +9.8% | -7.3% | +3.6% |
| 30D | +31.6% | +18.9% | +12.7% | +34.6% |
| 3M | +33.9% | +9.6% | +24.3% | +35.5% |
| 6M | +31.4% | -7.8% | +39.2% | +28.7% |
| YTD | +51.6% | -23.3% | +75.0% | +40.9% |
| 1Y | +65.2% | -22.0% | +87.2% | +54.8% |
| All | +65.2% | -21.1% | +86.3% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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