+38.5%
TNA vs HALO
+92.7%
-54.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +4.0% |
| 7D | +2.4% | +0.2% | +2.2% | +2.4% |
| 30D | -0.9% | +20.3% | -21.2% | -6.4% |
| 3M | -19.2% | +56.6% | -75.8% | -30.7% |
| 6M | -0.8% | +101.9% | -102.7% | -25.3% |
| YTD | +33.2% | +93.7% | -60.5% | +2.8% |
| 1Y | +38.5% | +91.5% | -53.0% | +8.9% |
| All | +38.5% | +92.7% | -54.2% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling