+99.6%
TQQQ vs HAS
+12.1%
+87.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -4.4% |
| 7D | -3.9% | -3.1% | -0.9% | -1.4% |
| 30D | -5.3% | -6.4% | +1.1% | 0.0% |
| 3M | +0.1% | +10.4% | -10.2% | -9.6% |
| 6M | +40.7% | -3.7% | +44.3% | +40.6% |
| YTD | +31.8% | +12.5% | +19.3% | +12.4% |
| 1Y | +48.2% | +19.8% | +28.4% | +18.6% |
| 3Y | +253.6% | +46.0% | +207.7% | +127.0% |
| 5Y | +99.6% | +12.5% | +87.1% | +132.0% |
| All | +99.6% | +12.1% | +87.5% | +132.0% |
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