-3.4%
HUBB vs ZYBT
-42.3%
+38.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -2.5% |
| 7D | +0.2% | -3.5% | +3.7% | +0.2% |
| 30D | -8.8% | +15.1% | -23.9% | -8.8% |
| 3M | -12.5% | +7.0% | -19.5% | -12.5% |
| 6M | -14.5% | +37.7% | -52.2% | -13.0% |
| YTD | -0.4% | +19.1% | -19.6% | +0.3% |
| 1Y | -3.4% | -38.3% | +34.8% | +2.2% |
| All | -3.4% | -42.3% | +38.9% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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