+340.4%
ABBV vs PDD
+203.8%
+136.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +0.8% |
| 7D | +1.5% | -1.4% | +3.0% | +1.6% |
| 30D | +6.7% | -1.0% | +7.8% | +6.8% |
| 3M | +19.9% | -12.3% | +32.2% | +20.3% |
| 6M | +47.5% | -18.5% | +66.0% | +48.1% |
| YTD | +32.2% | -29.0% | +61.2% | +33.3% |
| 1Y | +37.8% | -40.7% | +78.5% | +39.6% |
| 3Y | +134.8% | -25.7% | +160.5% | +134.6% |
| 5Y | +203.0% | -3.3% | +206.3% | +198.2% |
| All | +340.4% | +203.8% | +136.6% | +272.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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