+18.1%
PRU vs ZBRA
+10.3%
+7.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.8% | -3.8% | -0.1% | -3.3% |
| 30D | -2.0% | -10.2% | +8.2% | -0.6% |
| 3M | +14.0% | +58.7% | -44.7% | +5.0% |
| 6M | +27.2% | +61.9% | -34.7% | +15.8% |
| YTD | +9.1% | +41.7% | -32.6% | +1.7% |
| 1Y | +18.1% | +12.4% | +5.7% | +12.6% |
| All | +18.1% | +10.3% | +7.8% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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