+1,480.5%
QQQ vs HAS
+791.9%
+688.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.9% | +3.0% |
| 7D | -0.3% | +2.2% | -2.4% | -0.9% |
| 30D | -9.6% | +29.6% | -39.1% | -16.8% |
| 3M | -5.9% | +30.3% | -36.2% | -13.8% |
| 6M | -4.3% | +25.6% | -29.9% | -11.8% |
| YTD | +11.0% | +50.8% | -39.9% | -4.1% |
| 1Y | +11.9% | +63.0% | -51.1% | -5.7% |
| 3Y | +86.7% | +211.6% | -124.9% | +24.2% |
| 5Y | +77.1% | +50.4% | +26.7% | +46.2% |
| 10Y | +517.9% | +101.9% | +416.0% | +327.7% |
| All | +1,480.5% | +791.9% | +688.6% | +457.9% |
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