+159.8%
AMGN vs PDD
+200.9%
-41.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -3.0% | -7.1% | -10.0% |
| 7D | -10.3% | -4.1% | -6.1% | -10.1% |
| 30D | -3.8% | -13.1% | +9.3% | -3.2% |
| 3M | +14.4% | -3.5% | +17.9% | +14.5% |
| 6M | +7.8% | -21.8% | +29.6% | +8.8% |
| YTD | +22.6% | -29.7% | +52.2% | +24.1% |
| 1Y | +44.2% | -36.2% | +80.4% | +46.5% |
| 3Y | +65.8% | -16.4% | +82.2% | +65.0% |
| 5Y | +108.0% | -23.8% | +131.8% | +104.9% |
| All | +159.8% | +200.9% | -41.1% | +124.2% |
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