-58.5%
HUBS vs Z
-36.5%
-21.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.0% | -3.2% | -1.2% |
| 7D | -9.0% | -6.0% | -3.0% | -6.1% |
| 30D | +7.2% | -2.3% | +9.5% | +9.0% |
| 3M | +20.9% | -0.6% | +21.5% | +23.1% |
| 6M | -13.0% | -27.6% | +14.6% | +1.4% |
| YTD | -43.8% | -52.4% | +8.5% | -22.7% |
| 1Y | -54.6% | -63.6% | +9.0% | -31.1% |
| 3Y | -58.5% | -36.4% | -22.1% | -45.8% |
| All | -58.5% | -36.5% | -21.9% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling