+3.5%
HUBB vs Z
-64.6%
+68.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.6% |
| 7D | -1.7% | -11.6% | +9.9% | -1.7% |
| 30D | -12.7% | -8.5% | -4.2% | -12.7% |
| 3M | -2.9% | -7.9% | +5.0% | -2.4% |
| 6M | -4.8% | -29.1% | +24.3% | -3.0% |
| YTD | +2.8% | -54.2% | +57.0% | +8.1% |
| 1Y | +3.5% | -63.5% | +67.1% | +8.3% |
| All | +3.5% | -64.6% | +68.1% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling