+9,127.5%
QLD vs HAS
+864.2%
+8,263.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +0.6% | -1.8% | +2.4% | +1.8% |
| 30D | -0.1% | +2.3% | -2.4% | -1.9% |
| 3M | -8.4% | +10.4% | -18.7% | -15.2% |
| 6M | +32.2% | -3.2% | +35.4% | +32.0% |
| YTD | +28.9% | +15.4% | +13.5% | +13.0% |
| 1Y | +43.8% | +18.8% | +25.0% | +23.1% |
| 3Y | +176.6% | +43.9% | +132.7% | +95.0% |
| 5Y | +121.6% | +13.9% | +107.7% | +85.6% |
| 10Y | +1,652.9% | +56.4% | +1,596.5% | +884.2% |
| All | +9,127.5% | +864.2% | +8,263.2% | +1,045.0% |
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