-58.7%
ZTS vs HUBB
+126.3%
-185.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +5.6% | +1.8% | +3.8% | +5.2% |
| 30D | +12.1% | -7.7% | +19.8% | +13.8% |
| 3M | +11.3% | -13.6% | +24.8% | +14.3% |
| 6M | +14.3% | -9.1% | +23.4% | +15.4% |
| YTD | -31.9% | -0.7% | -31.1% | -33.0% |
| 1Y | -29.3% | +1.1% | -30.3% | -30.8% |
| 3Y | -48.0% | +56.2% | -104.2% | -57.7% |
| All | -58.7% | +126.3% | -185.0% | -73.1% |
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