-71.3%
QS vs HAS
+66.3%
-137.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.5% | +6.2% |
| 7D | +4.5% | +2.4% | +2.0% | +3.5% |
| 30D | -4.1% | +31.6% | -35.7% | -14.3% |
| 3M | -22.1% | +33.9% | -56.0% | -31.0% |
| 6M | -38.4% | +31.4% | -69.8% | -45.9% |
| YTD | -57.5% | +51.6% | -109.1% | -65.1% |
| 1Y | -71.3% | +65.2% | -136.5% | -76.4% |
| All | -71.3% | +66.3% | -137.6% | -76.4% |
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