-62.2%
ZM vs PRU
+42.1%
-104.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.7% |
| 7D | +11.0% | +3.6% | +7.4% | +9.2% |
| 30D | +5.6% | +8.9% | -3.2% | +1.2% |
| 3M | -9.1% | +0.2% | -9.3% | -9.5% |
| 6M | -2.6% | +23.7% | -26.3% | -12.4% |
| YTD | +15.7% | +13.7% | +1.9% | +7.8% |
| 1Y | +18.8% | +20.6% | -1.9% | +7.4% |
| 3Y | +62.2% | +56.3% | +5.8% | +24.5% |
| All | -62.2% | +42.1% | -104.3% | -69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling