-29.3%
ZTS vs PRU
+20.9%
-50.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.5% |
| 7D | +5.6% | +3.6% | +2.0% | +3.6% |
| 30D | +12.1% | +8.9% | +3.2% | +8.3% |
| 3M | +11.3% | +0.2% | +11.1% | +10.9% |
| 6M | +14.3% | +23.7% | -9.4% | +4.3% |
| YTD | -31.9% | +13.7% | -45.6% | -36.3% |
| 1Y | -29.3% | +20.6% | -49.9% | -36.8% |
| All | -29.3% | +20.9% | -50.2% | -36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling