-49.9%
HUIZ price history and return analytics
+69.7%
-119.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.3% | -2.3% | +3.7% | +3.2% |
| 30D | +76.7% | -5.0% | +81.7% | +83.6% |
| 3M | +88.4% | -4.9% | +93.3% | +95.5% |
| 6M | +34.1% | -1.5% | +35.7% | +35.0% |
| YTD | -18.9% | +8.5% | -27.3% | -25.8% |
| 1Y | -34.5% | +11.4% | -45.9% | -41.9% |
| 3Y | -49.9% | +70.1% | -120.0% | -75.9% |
| All | -49.9% | +69.7% | -119.6% | -75.9% |
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