+55.5%
ZM vs PRU
+67.1%
-11.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.2% | -2.7% | -4.8% |
| 7D | +1.6% | +1.9% | -0.3% | +1.6% |
| 30D | -7.7% | -0.4% | -7.3% | -7.7% |
| 3M | -4.7% | +16.4% | -21.1% | -4.8% |
| 6M | +24.4% | +26.0% | -1.6% | +24.1% |
| YTD | +11.8% | +9.9% | +1.9% | +11.6% |
| 1Y | +13.4% | +18.8% | -5.4% | +13.1% |
| 3Y | +33.8% | +45.3% | -11.5% | +35.5% |
| 5Y | -67.2% | +45.6% | -112.7% | -66.8% |
| All | +55.5% | +67.1% | -11.6% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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