-6.4%
HAL vs TNA
+138.6%
-145.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.3% |
| 7D | +6.1% | +3.7% | +2.4% | +5.1% |
| 30D | +2.9% | +4.4% | -1.5% | +1.4% |
| 3M | +3.3% | -26.7% | +30.0% | +9.8% |
| 6M | -16.9% | -12.8% | -4.1% | -16.2% |
| YTD | +21.2% | +22.7% | -1.5% | +10.0% |
| 1Y | +27.5% | +35.7% | -8.1% | +12.1% |
| 3Y | -6.4% | +134.6% | -141.0% | -34.0% |
| All | -6.4% | +138.6% | -145.0% | -34.0% |
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