+8.4%
QLD vs HAS
+61.8%
-53.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.7% | +5.1% | +6.5% |
| 7D | -1.4% | +2.2% | -3.6% | -1.7% |
| 30D | -19.6% | +29.6% | -49.2% | -23.3% |
| 3M | -14.1% | +30.3% | -44.4% | -18.3% |
| 6M | -13.6% | +25.6% | -39.2% | -17.8% |
| YTD | +12.5% | +50.8% | -38.3% | -1.4% |
| All | +8.4% | +61.8% | -53.4% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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