-68.3%
ZM vs HUBB
+148.7%
-217.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.6% |
| 7D | -2.7% | -1.7% | -1.0% | -2.3% |
| 30D | -10.0% | -12.7% | +2.7% | -6.4% |
| 3M | +1.6% | -2.9% | +4.5% | +1.1% |
| 6M | +25.0% | -4.8% | +29.8% | +24.0% |
| YTD | +10.6% | +2.8% | +7.9% | +5.9% |
| 1Y | +14.0% | +3.5% | +10.4% | +8.4% |
| 3Y | +32.5% | +43.5% | -11.1% | +3.7% |
| 5Y | -68.3% | +154.2% | -222.5% | -84.4% |
| All | -68.3% | +148.7% | -217.1% | -84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling