+16.9%
QQQI vs HAS
+21.6%
-4.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.7% |
| 7D | -0.3% | -1.1% | +0.7% | -0.2% |
| 30D | -0.3% | -2.8% | +2.5% | 0.0% |
| 3M | +1.3% | +10.1% | -8.8% | -0.3% |
| 6M | +11.5% | -1.4% | +12.9% | +10.7% |
| YTD | +11.3% | +14.2% | -2.9% | +6.9% |
| 1Y | +16.9% | +18.2% | -1.3% | +9.1% |
| All | +16.9% | +21.6% | -4.7% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling