+498.0%
HAL vs EFX
+6,819.2%
-6,321.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -6.5% | +0.3% | -6.8% | -6.6% |
| 30D | -2.1% | +29.1% | -31.2% | -11.2% |
| 3M | -4.9% | +4.3% | -9.1% | -7.4% |
| 6M | -19.3% | +7.7% | -27.0% | -23.4% |
| YTD | +14.3% | -12.5% | +26.8% | +15.1% |
| 1Y | +17.3% | -8.8% | +26.1% | +16.2% |
| 3Y | -10.9% | +4.3% | -15.2% | -19.2% |
| 5Y | +47.4% | -29.4% | +76.8% | +49.5% |
| 10Y | -20.8% | +78.1% | -98.9% | -44.1% |
| All | +498.0% | +6,819.2% | -6,321.3% | +82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling