+3.2%
HAL vs EFX
+41.8%
-38.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.8% |
| 7D | -3.3% | -11.1% | +7.9% | +0.6% |
| 30D | +7.2% | -7.4% | +14.6% | +9.7% |
| 3M | -8.8% | +1.5% | -10.3% | -10.6% |
| 6M | +3.0% | -13.7% | +16.7% | +6.1% |
| YTD | +29.4% | -21.9% | +51.3% | +37.2% |
| 1Y | +62.8% | -30.8% | +93.6% | +80.2% |
| 3Y | -6.4% | -12.4% | +5.9% | -10.6% |
| 5Y | +103.6% | -35.9% | +139.6% | +117.6% |
| All | +3.2% | +41.8% | -38.5% | -22.3% |
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