-64.3%
HUBS vs ZYBT
-62.3%
-1.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -8.4% | +19.6% | +11.3% |
| 7D | +1.2% | -11.8% | +13.0% | +1.3% |
| 30D | +11.8% | -9.0% | +20.8% | +11.8% |
| 3M | +33.3% | +71.1% | -37.8% | +28.5% |
| 6M | -5.2% | +81.1% | -86.3% | -9.6% |
| YTD | -37.6% | +23.5% | -61.0% | -39.8% |
| 1Y | -49.0% | -84.8% | +35.8% | -47.8% |
| All | -64.3% | -62.3% | -1.9% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 5y: compounded portfolio wealth divided by compounded ZYBT 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…
5y analysis · Full analysis span regression · 6 months rolling