+8,329.0%
QLD vs HAS
+1,166.9%
+7,162.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | -0.2% |
| 7D | -9.4% | +2.4% | -11.8% | -10.8% |
| 30D | -17.1% | +31.6% | -48.7% | -31.8% |
| 3M | -10.4% | +33.9% | -44.3% | -27.4% |
| 6M | +0.7% | +31.4% | -30.7% | -18.7% |
| YTD | +17.7% | +51.6% | -33.9% | -15.2% |
| 1Y | +14.7% | +65.2% | -50.5% | -22.3% |
| 3Y | +169.6% | +188.7% | -19.1% | +16.4% |
| 5Y | +86.7% | +55.7% | +30.9% | +25.1% |
| 10Y | +1,600.8% | +108.8% | +1,492.0% | +678.3% |
| All | +8,329.0% | +1,166.9% | +7,162.0% | +759.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling