+95.2%
QQQM vs HAS
+10.8%
+84.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | +1.0% | -4.8% | +5.9% | +2.5% |
| 30D | -0.6% | -5.1% | +4.5% | +0.8% |
| 3M | +1.3% | +6.4% | -5.1% | -1.0% |
| 6M | +18.2% | -5.6% | +23.8% | +19.1% |
| YTD | +16.9% | +11.0% | +6.0% | +11.5% |
| 1Y | +24.0% | +16.8% | +7.3% | +16.1% |
| 3Y | +96.0% | +44.0% | +52.0% | +68.5% |
| 5Y | +95.2% | +11.0% | +84.2% | +96.8% |
| All | +95.2% | +10.8% | +84.4% | +96.8% |
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