+77.1%
QQQ vs HAS
+51.1%
+26.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.9% | +3.1% |
| 7D | -0.3% | +2.2% | -2.4% | -0.8% |
| 30D | -9.6% | +29.6% | -39.1% | -16.2% |
| 3M | -5.9% | +30.3% | -36.2% | -13.1% |
| 6M | -4.3% | +25.6% | -29.9% | -11.0% |
| YTD | +11.0% | +50.8% | -39.9% | -3.3% |
| 1Y | +11.9% | +63.0% | -51.1% | -5.0% |
| 3Y | +86.7% | +211.6% | -124.9% | +22.1% |
| 5Y | +77.1% | +50.4% | +26.7% | +63.2% |
| All | +77.1% | +51.1% | +26.0% | +63.2% |
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