+337.4%
ABBV vs PDD
+213.3%
+124.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.1% |
| 7D | -1.2% | +5.6% | -6.8% | -1.4% |
| 30D | +8.0% | +5.8% | +2.2% | +7.8% |
| 3M | +20.2% | -8.6% | +28.8% | +20.4% |
| 6M | +44.0% | -18.8% | +62.8% | +44.7% |
| YTD | +31.3% | -26.8% | +58.1% | +32.3% |
| 1Y | +37.0% | -39.3% | +76.3% | +38.6% |
| 3Y | +128.0% | -22.5% | +150.4% | +127.6% |
| 5Y | +196.9% | -0.8% | +197.7% | +192.1% |
| All | +337.4% | +213.3% | +124.1% | +269.3% |
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