-22.4%
ZBH vs HUBB
+43.6%
-66.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.3% |
| 7D | -6.6% | -1.7% | -4.9% | -6.4% |
| 30D | -4.9% | -12.7% | +7.7% | -4.0% |
| 3M | +5.1% | -2.9% | +8.1% | +5.0% |
| 6M | +1.3% | -4.8% | +6.1% | +1.3% |
| YTD | +3.4% | +2.8% | +0.6% | +2.6% |
| 1Y | -8.7% | +3.5% | -12.2% | -9.6% |
| All | -22.4% | +43.6% | -66.0% | -26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling