+7.9%
ZBH vs HUBB
-4.0%
+11.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -2.5% | +15.9% | +13.4% |
| 7D | +14.3% | +0.2% | +14.1% | +14.2% |
| 30D | +20.3% | -8.8% | +29.1% | +20.1% |
| 3M | +15.3% | -12.5% | +27.7% | +15.2% |
| 6M | +33.9% | -14.5% | +48.5% | +34.2% |
| YTD | +23.5% | -0.4% | +23.9% | +23.8% |
| 1Y | +7.9% | -3.4% | +11.3% | +7.8% |
| All | +7.9% | -4.0% | +11.9% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 1y: compounded portfolio wealth divided by compounded HUBB 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…
1y analysis · Full analysis span regression · 6 months rolling