-4.6%
HAL vs EFX
-10.8%
+6.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.3% |
| 7D | +0.5% | -7.8% | +8.3% | +1.5% |
| 30D | +15.9% | -5.7% | +21.7% | +16.7% |
| 3M | -8.7% | +2.5% | -11.2% | -9.5% |
| 6M | +9.0% | -16.7% | +25.7% | +11.9% |
| YTD | +32.0% | -20.2% | +52.2% | +36.6% |
| 1Y | +72.5% | -31.4% | +103.8% | +84.5% |
| All | -4.6% | -10.8% | +6.2% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling