+56.8%
QQQI vs HAS
+96.4%
-39.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | -1.0% | -3.1% | +2.0% | -0.5% |
| 30D | -0.6% | -6.4% | +5.8% | +0.6% |
| 3M | +3.4% | +10.4% | -7.0% | +1.2% |
| 6M | +10.6% | -3.7% | +14.3% | +10.7% |
| YTD | +10.3% | +12.5% | -2.1% | +6.6% |
| 1Y | +16.3% | +19.8% | -3.5% | +10.7% |
| All | +56.8% | +96.4% | -39.6% | +36.9% |
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 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