-14.9%
HAL vs EFX
+80.5%
-95.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | +6.1% | -0.8% | +6.9% | +6.4% |
| 30D | +2.9% | +25.1% | -22.2% | -5.3% |
| 3M | +3.3% | +1.7% | +1.7% | +1.7% |
| 6M | -16.9% | +18.4% | -35.3% | -23.6% |
| YTD | +21.2% | -12.5% | +33.7% | +22.8% |
| 1Y | +27.5% | -8.1% | +35.6% | +26.6% |
| 3Y | -6.4% | +4.8% | -11.2% | -16.9% |
| 5Y | +58.0% | -30.1% | +88.1% | +63.9% |
| All | -14.9% | +80.5% | -95.3% | -39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling