-71.9%
QS vs HAS
+61.8%
-133.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.7% | +5.1% | +6.1% |
| 7D | +13.7% | +2.2% | +11.5% | +12.8% |
| 30D | -0.2% | +29.6% | -29.8% | -9.9% |
| 3M | -24.8% | +30.3% | -55.1% | -32.5% |
| 6M | -39.4% | +25.6% | -65.0% | -45.2% |
| YTD | -56.1% | +50.8% | -107.0% | -63.4% |
| All | -71.9% | +61.8% | -133.7% | -75.7% |
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