+121.0%
QLD vs HAS
+13.4%
+107.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +0.6% | -1.8% | +2.4% | +1.6% |
| 30D | -0.1% | +2.3% | -2.4% | -1.6% |
| 3M | -8.4% | +10.4% | -18.7% | -14.3% |
| 6M | +32.2% | -3.2% | +35.4% | +32.3% |
| YTD | +28.9% | +15.4% | +13.5% | +14.4% |
| 1Y | +43.8% | +18.8% | +25.0% | +24.9% |
| 3Y | +176.6% | +43.9% | +132.7% | +107.8% |
| All | +121.0% | +13.4% | +107.6% | +134.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling