-95.5%
HUIZ price history and return analytics
+113.5%
-209.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -3.7% |
| 7D | +3.4% | +0.4% | +3.1% | +2.9% |
| 30D | +80.4% | -2.6% | +83.0% | +84.5% |
| 3M | +35.8% | -3.2% | +39.1% | +39.3% |
| 6M | +33.4% | +0.9% | +32.5% | +30.9% |
| YTD | -19.8% | +11.3% | -31.1% | -29.7% |
| 1Y | -31.2% | +14.0% | -45.3% | -41.4% |
| 3Y | -46.9% | +75.8% | -122.8% | -71.6% |
| 5Y | -75.1% | +57.8% | -132.9% | -84.9% |
| All | -95.5% | +113.5% | -209.0% | -97.5% |
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