+90.3%
ZETA vs HUBB
-4.0%
+94.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +3.1% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | -3.3% | -8.8% | +5.5% | -1.7% |
| 3M | +31.0% | -12.5% | +43.5% | +34.5% |
| 6M | +72.2% | -14.5% | +86.7% | +75.9% |
| YTD | +56.2% | -0.4% | +56.6% | +31.1% |
| 1Y | +90.3% | -3.4% | +93.7% | +72.8% |
| All | +90.3% | -4.0% | +94.3% | +72.8% |
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