+77.6%
DUHP price history and return analytics
+84.4%
-6.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.1% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | -1.3% | -0.7% | -0.6% | -0.7% |
| 3M | +2.9% | +4.0% | -1.1% | -0.8% |
| 6M | +9.2% | +12.3% | -3.1% | -2.3% |
| YTD | +10.7% | +14.0% | -3.3% | -2.4% |
| 1Y | +14.9% | +20.3% | -5.4% | -3.7% |
| 3Y | +61.6% | +75.4% | -13.8% | -5.5% |
| All | +77.6% | +84.4% | -6.8% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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