-95.6%
HUIZ price history and return analytics
+112.5%
-208.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.0% |
| 7D | -2.7% | -0.1% | -2.5% | -2.7% |
| 30D | +76.0% | -3.1% | +79.1% | +80.9% |
| 3M | +54.9% | -3.5% | +58.4% | +59.3% |
| 6M | +30.2% | +0.5% | +29.7% | +28.4% |
| YTD | -21.7% | +10.8% | -32.5% | -31.1% |
| 1Y | -33.4% | +11.9% | -45.2% | -42.0% |
| 3Y | -48.2% | +73.0% | -121.2% | -71.8% |
| 5Y | -75.4% | +58.6% | -134.0% | -85.2% |
| All | -95.6% | +112.5% | -208.1% | -97.6% |
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