+46.7%
TQQQ vs HAS
+48.2%
-1.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.0% |
| 7D | +10.4% | +1.4% | +9.0% | +9.3% |
| 30D | -22.2% | +26.3% | -48.5% | -36.6% |
| 3M | -25.1% | +25.6% | -50.7% | -39.0% |
| 6M | -25.0% | +30.3% | -55.3% | -42.3% |
| YTD | +10.1% | +50.4% | -40.3% | -27.4% |
| 1Y | +11.0% | +57.7% | -46.7% | -30.2% |
| 3Y | +195.0% | +213.4% | -18.4% | -15.4% |
| All | +46.7% | +48.2% | -1.6% | +35.7% |
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 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