-6.5%
HAL vs TNA
+99.7%
-106.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.2% | -2.2% |
| 7D | -3.3% | -7.6% | +4.3% | -1.6% |
| 30D | +7.2% | -13.6% | +20.8% | +10.5% |
| 3M | -8.8% | +2.8% | -11.6% | -10.3% |
| 6M | +3.0% | +34.5% | -31.5% | -6.7% |
| YTD | +29.4% | +41.0% | -11.6% | +15.0% |
| 1Y | +62.8% | +52.0% | +10.8% | +39.8% |
| All | -6.5% | +99.7% | -106.2% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 3y: compounded portfolio wealth divided by compounded TNA 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…
3y analysis · Full analysis span regression · 6 months rolling