+68.3%
HAL vs EFX
-25.2%
+93.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.8% | -0.9% |
| 7D | +2.9% | -8.6% | +11.6% | +2.5% |
| 30D | +17.0% | +0.1% | +16.9% | +17.1% |
| 3M | -9.7% | +3.8% | -13.5% | -9.2% |
| 6M | +8.6% | -13.5% | +22.1% | +9.8% |
| YTD | +33.0% | -17.7% | +50.6% | +36.4% |
| 1Y | +68.3% | -25.6% | +93.9% | +72.0% |
| All | +68.3% | -25.2% | +93.5% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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