-81.4%
HUDI price history and return analytics
+65.7%
-147.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.7% |
| 7D | -5.9% | -0.1% | -5.8% | -5.8% |
| 30D | -15.4% | -0.7% | -14.7% | -14.8% |
| 3M | -7.1% | +4.0% | -11.1% | -10.5% |
| 6M | -46.7% | +12.3% | -59.0% | -52.6% |
| YTD | -30.1% | +14.0% | -44.1% | -39.4% |
| 1Y | -41.1% | +20.3% | -61.4% | -51.6% |
| 3Y | -79.7% | +75.4% | -155.2% | -89.3% |
| 5Y | -81.4% | +66.0% | -147.4% | -91.3% |
| All | -81.4% | +65.7% | -147.1% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling