+55.7%
ZTS vs HUBS
+323.9%
-268.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -3.7% | -9.0% | +5.2% | -2.1% |
| 30D | -0.8% | +7.2% | -8.0% | -2.4% |
| 3M | -9.7% | +20.9% | -30.6% | -14.4% |
| 6M | -38.4% | -13.0% | -25.4% | -38.9% |
| YTD | -41.1% | -43.8% | +2.8% | -36.8% |
| 1Y | -50.6% | -54.6% | +4.0% | -44.9% |
| 3Y | -59.1% | -58.5% | -0.7% | -55.2% |
| 5Y | -62.7% | -66.4% | +3.7% | -59.9% |
| All | +55.7% | +323.9% | -268.1% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 10y: compounded portfolio wealth divided by compounded HUBS 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…
10y analysis · Full analysis span regression · 6 months rolling