+111.9%
HAL vs EFX
-36.4%
+148.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | -1.3% | -9.4% | +8.0% | +0.5% |
| 30D | +10.9% | -6.9% | +17.8% | +12.2% |
| 3M | -5.8% | +0.1% | -6.0% | -6.6% |
| 6M | +8.1% | -17.3% | +25.4% | +11.4% |
| YTD | +33.2% | -21.8% | +55.0% | +38.7% |
| 1Y | +74.2% | -32.5% | +106.7% | +87.8% |
| 3Y | -3.7% | -12.3% | +8.7% | -5.5% |
| 5Y | +111.9% | -36.6% | +148.5% | +131.7% |
| All | +111.9% | -36.4% | +148.3% | +131.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling