+96.2%
QQQ vs HAS
+45.6%
+50.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.4% |
| 7D | +1.5% | -3.1% | +4.6% | +2.2% |
| 30D | -0.6% | -2.7% | +2.1% | -0.1% |
| 3M | +0.4% | +8.9% | -8.5% | -1.6% |
| 6M | +20.1% | -2.9% | +23.0% | +20.0% |
| YTD | +17.2% | +12.6% | +4.6% | +12.9% |
| 1Y | +24.7% | +17.5% | +7.2% | +18.8% |
| 3Y | +96.2% | +46.2% | +50.0% | +67.7% |
| All | +96.2% | +45.6% | +50.6% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling