+155.6%
AZN vs PDD
+193.6%
-38.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | -1.6% | -5.4% | +3.8% | -1.3% |
| 30D | +1.1% | -12.6% | +13.7% | +1.7% |
| 3M | -12.1% | -4.3% | -7.8% | -12.0% |
| 6M | -17.1% | -24.4% | +7.3% | -16.1% |
| YTD | -12.0% | -31.4% | +19.4% | -10.5% |
| 1Y | -0.2% | -38.1% | +37.9% | +1.9% |
| 3Y | +26.8% | -20.1% | +46.9% | +26.4% |
| 5Y | +56.9% | -25.0% | +81.9% | +52.1% |
| All | +155.6% | +193.6% | -38.0% | +122.5% |
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