+648.6%
HUBS vs ZBRA
+421.2%
+227.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | -0.1% |
| 7D | -9.0% | -3.4% | -5.6% | -7.4% |
| 30D | +7.2% | -7.4% | +14.6% | +11.1% |
| 3M | +20.9% | +57.5% | -36.6% | -5.0% |
| 6M | -13.0% | +64.0% | -77.0% | -34.1% |
| YTD | -43.8% | +44.3% | -88.1% | -54.8% |
| 1Y | -54.6% | +10.9% | -65.5% | -58.7% |
| 3Y | -58.5% | +37.5% | -96.0% | -67.9% |
| 5Y | -66.4% | -39.7% | -26.8% | -61.7% |
| 10Y | +319.2% | +429.9% | -110.7% | +112.8% |
| All | +648.6% | +421.2% | +227.4% | +267.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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