+47.4%
HAL vs EFX
-31.6%
+79.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -6.5% | +0.3% | -6.8% | -6.6% |
| 30D | -2.1% | +29.1% | -31.2% | -6.8% |
| 3M | -4.9% | +4.3% | -9.1% | -6.1% |
| 6M | -19.3% | +7.7% | -27.0% | -21.3% |
| YTD | +14.3% | -12.5% | +26.8% | +16.0% |
| 1Y | +17.3% | -8.8% | +26.1% | +17.8% |
| 3Y | -10.9% | +4.3% | -15.2% | -15.6% |
| 5Y | +47.4% | -29.4% | +76.8% | +48.6% |
| All | +47.4% | -31.6% | +79.0% | +48.6% |
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