+648.6%
HUBS vs ZBH
+2.9%
+645.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.2% |
| 7D | -9.0% | -4.7% | -4.3% | -6.6% |
| 30D | +7.2% | -4.5% | +11.7% | +10.0% |
| 3M | +20.9% | +7.6% | +13.3% | +16.6% |
| 6M | -13.0% | +0.3% | -13.3% | -13.7% |
| YTD | -43.8% | +4.5% | -48.4% | -45.9% |
| 1Y | -54.6% | -9.4% | -45.3% | -53.4% |
| 3Y | -58.5% | -21.5% | -37.0% | -55.5% |
| 5Y | -66.4% | -28.4% | -38.0% | -62.4% |
| 10Y | +319.2% | -16.5% | +335.8% | +281.0% |
| All | +648.6% | +2.9% | +645.7% | +518.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling