+271.3%
ABBV vs PDD
+200.9%
+70.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.0% | 0.0% | -2.9% |
| 7D | -4.3% | -4.1% | -0.2% | -4.2% |
| 30D | +1.1% | -13.1% | +14.2% | +1.5% |
| 3M | +12.3% | -3.5% | +15.8% | +12.4% |
| 6M | +9.8% | -21.8% | +31.6% | +10.4% |
| YTD | +11.5% | -29.7% | +41.1% | +12.4% |
| 1Y | +22.3% | -36.2% | +58.5% | +23.6% |
| 3Y | +85.2% | -16.4% | +101.5% | +84.4% |
| 5Y | +170.8% | -23.8% | +194.7% | +170.1% |
| All | +271.3% | +200.9% | +70.3% | +213.9% |
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