+11.0%
HAS vs SOXQ
+269.0%
-258.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -4.8% | +5.2% | -10.1% | -6.3% |
| 30D | -5.1% | -0.5% | -4.6% | -5.2% |
| 3M | +6.4% | -5.6% | +12.0% | +6.7% |
| 6M | -5.6% | +53.0% | -58.7% | -21.4% |
| YTD | +11.0% | +68.8% | -57.8% | -11.2% |
| 1Y | +16.8% | +105.7% | -89.0% | -13.6% |
| 3Y | +44.0% | +240.5% | -196.4% | -17.1% |
| 5Y | +11.0% | +266.8% | -255.8% | -43.9% |
| All | +11.0% | +269.0% | -258.0% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 5y: compounded portfolio wealth divided by compounded SOXQ 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…
5y analysis · Full analysis span regression · 6 months rolling