+45.4%
ZM vs PRU
+46.4%
-1.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +2.2% |
| 7D | -5.9% | +2.4% | -8.3% | -6.9% |
| 30D | -5.2% | +6.1% | -11.3% | -7.6% |
| 3M | -11.3% | -0.7% | -10.5% | -11.2% |
| 6M | -14.5% | +22.1% | -36.6% | -21.4% |
| YTD | +4.2% | +9.8% | -5.6% | -0.3% |
| 1Y | +9.3% | +19.4% | -10.0% | +0.8% |
| 3Y | +45.4% | +50.4% | -5.0% | +28.4% |
| All | +45.4% | +46.4% | -1.0% | +28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling