+308.1%
HUBS vs Z
-2.5%
+310.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.0% | -3.2% | -1.0% |
| 7D | -9.0% | -6.0% | -3.0% | -6.4% |
| 30D | +7.2% | -2.3% | +9.5% | +8.8% |
| 3M | +20.9% | -0.6% | +21.5% | +22.9% |
| 6M | -13.0% | -27.6% | +14.6% | +1.5% |
| YTD | -43.8% | -52.4% | +8.5% | -21.6% |
| 1Y | -54.6% | -63.6% | +9.0% | -29.4% |
| 3Y | -58.5% | -36.4% | -22.1% | -51.9% |
| 5Y | -66.4% | -64.6% | -1.8% | -54.6% |
| All | +308.1% | -2.5% | +310.6% | +279.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling