-79.9%
HUDI price history and return analytics
+76.6%
-156.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.1% |
| 7D | +2.5% | +1.0% | +1.5% | +1.9% |
| 30D | +7.1% | -0.2% | +7.3% | +7.2% |
| 3M | -10.9% | +4.5% | -15.5% | -13.1% |
| 6M | -47.7% | +14.1% | -61.8% | -51.8% |
| YTD | -30.9% | +14.8% | -45.7% | -37.3% |
| 1Y | -39.1% | +21.2% | -60.2% | -46.8% |
| 3Y | -79.9% | +76.6% | -156.5% | -87.2% |
| All | -79.9% | +76.6% | -156.6% | -87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling