+194.3%
AZN vs PDD
+192.6%
+1.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.5% |
| 7D | -1.3% | -7.6% | +6.3% | -0.9% |
| 30D | +18.3% | -5.4% | +23.7% | +18.6% |
| 3M | +16.3% | -12.9% | +29.3% | +17.1% |
| 6M | -0.1% | -19.0% | +18.9% | +0.8% |
| YTD | +1.3% | -31.6% | +33.0% | +3.1% |
| 1Y | +6.2% | -43.0% | +49.2% | +9.0% |
| 3Y | +53.9% | -28.9% | +82.8% | +54.4% |
| 5Y | +72.8% | -18.4% | +91.2% | +67.0% |
| All | +194.3% | +192.6% | +1.7% | +156.2% |
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