+102,746.5%
HUBB vs ZBRA
+8,746.0%
+94,000.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | -1.7% | -3.8% | +2.1% | -0.7% |
| 30D | -12.7% | -10.2% | -2.5% | -10.1% |
| 3M | -2.9% | +58.7% | -61.6% | -15.2% |
| 6M | -4.8% | +61.9% | -66.7% | -17.8% |
| YTD | +2.8% | +41.7% | -38.9% | -8.5% |
| 1Y | +3.5% | +12.4% | -8.8% | -2.4% |
| 3Y | +43.5% | +34.2% | +9.4% | +26.6% |
| 5Y | +154.2% | -40.8% | +194.9% | +168.9% |
| 10Y | +434.0% | +420.3% | +13.7% | +212.0% |
| All | +102,746.5% | +8,746.0% | +94,000.6% | +23,473.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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