+523.8%
QQQ vs HAS
+102.6%
+421.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -1.5% | +3.3% | -4.8% | -2.4% |
| 30D | -10.2% | +30.5% | -40.7% | -16.9% |
| 3M | -6.3% | +29.9% | -36.2% | -13.3% |
| 6M | -4.9% | +26.5% | -31.5% | -11.8% |
| YTD | +10.2% | +51.9% | -41.7% | -3.7% |
| 1Y | +8.8% | +60.9% | -52.1% | -6.7% |
| 3Y | +81.4% | +215.0% | -133.6% | +23.7% |
| 5Y | +78.5% | +51.5% | +27.0% | +50.0% |
| 10Y | +523.8% | +102.2% | +421.6% | +359.8% |
| All | +523.8% | +102.6% | +421.2% | +359.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling