-89.2%
HUDI price history and return analytics
+84.9%
-174.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.0% |
| 7D | -1.5% | -2.0% | +0.5% | +0.3% |
| 30D | -11.0% | -1.4% | -9.6% | -9.8% |
| 3M | -18.9% | +4.7% | -23.6% | -22.3% |
| 6M | -48.4% | +11.4% | -59.7% | -53.9% |
| YTD | -31.3% | +13.1% | -44.4% | -40.3% |
| 1Y | -57.3% | +19.0% | -76.3% | -64.8% |
| 3Y | -80.1% | +73.9% | -154.0% | -89.6% |
| 5Y | -82.5% | +65.4% | -147.9% | -91.3% |
| All | -89.2% | +84.9% | -174.1% | -95.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling