+595.7%
HAL vs EFX
+6,408.3%
-5,812.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.8% | +1.7% |
| 7D | +2.9% | -8.6% | +11.6% | +6.1% |
| 30D | +17.0% | +0.1% | +16.9% | +16.5% |
| 3M | -9.7% | +3.8% | -13.5% | -12.2% |
| 6M | +8.6% | -13.5% | +22.1% | +11.7% |
| YTD | +33.0% | -17.7% | +50.6% | +38.1% |
| 1Y | +68.3% | -25.6% | +93.9% | +80.2% |
| 3Y | +0.1% | -12.1% | +12.2% | -2.7% |
| 5Y | +102.6% | -33.8% | +136.4% | +112.1% |
| 10Y | +3.8% | +45.1% | -41.3% | -20.6% |
| All | +595.7% | +6,408.3% | -5,812.5% | +118.8% |
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