-58.5%
HUBS vs ZETA
+269.4%
-327.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.2% |
| 7D | -9.0% | -3.7% | -5.3% | -7.8% |
| 30D | +7.2% | +5.7% | +1.5% | +5.4% |
| 3M | +20.9% | +50.4% | -29.6% | +6.3% |
| 6M | -13.0% | +65.5% | -78.5% | -25.1% |
| YTD | -43.8% | +48.3% | -92.2% | -50.4% |
| 1Y | -54.6% | +45.4% | -100.0% | -60.1% |
| 3Y | -58.5% | +270.8% | -329.2% | -78.7% |
| All | -58.5% | +269.4% | -327.9% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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