-58.5%
HUBS vs ZBH
-20.7%
-37.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -9.0% | -4.7% | -4.3% | -8.2% |
| 30D | +7.2% | -4.5% | +11.7% | +8.2% |
| 3M | +20.9% | +7.6% | +13.3% | +20.2% |
| 6M | -13.0% | +0.3% | -13.3% | -13.1% |
| YTD | -43.8% | +4.5% | -48.4% | -44.2% |
| 1Y | -54.6% | -9.4% | -45.3% | -54.3% |
| 3Y | -58.5% | -21.5% | -37.0% | -55.8% |
| All | -58.5% | -20.7% | -37.8% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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