+94.4%
QQQ vs HAS
+10.2%
+84.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.6% |
| 7D | +1.5% | -3.1% | +4.6% | +2.4% |
| 30D | -0.6% | -2.7% | +2.1% | +0.1% |
| 3M | +0.4% | +8.9% | -8.5% | -2.5% |
| 6M | +20.1% | -2.9% | +23.0% | +20.0% |
| YTD | +17.2% | +12.6% | +4.6% | +11.3% |
| 1Y | +24.7% | +17.5% | +7.2% | +16.5% |
| 3Y | +96.2% | +46.2% | +50.0% | +67.8% |
| 5Y | +94.4% | +12.6% | +81.8% | +95.2% |
| All | +94.4% | +10.2% | +84.2% | +95.2% |
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