-1.0%
ZS vs HUBB
+43.6%
-44.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -8.1% | -1.7% | -6.4% | -7.6% |
| 30D | -8.4% | -12.7% | +4.2% | -4.9% |
| 3M | +31.1% | -2.9% | +34.0% | +30.4% |
| 6M | +4.4% | -4.8% | +9.2% | +2.4% |
| YTD | -27.3% | +2.8% | -30.1% | -31.8% |
| 1Y | -41.4% | +3.5% | -44.9% | -45.4% |
| All | -1.0% | +43.6% | -44.6% | -23.4% |
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 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