+109.6%
HAL vs TNA
-23.8%
+133.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.9% |
| 7D | -1.3% | -3.6% | +2.3% | -0.5% |
| 30D | +10.9% | -10.1% | +20.9% | +13.7% |
| 3M | -5.8% | +2.7% | -8.5% | -7.5% |
| 6M | +8.1% | +38.4% | -30.3% | -3.7% |
| YTD | +33.2% | +45.4% | -12.2% | +16.2% |
| 1Y | +74.2% | +55.9% | +18.2% | +46.8% |
| 3Y | -3.7% | +109.8% | -113.5% | -32.0% |
| All | +109.6% | -23.8% | +133.4% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling