+23.7%
AZN vs PDD
-16.7%
+40.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -1.5% |
| 7D | -1.5% | -4.1% | +2.6% | -1.3% |
| 30D | -0.9% | -13.1% | +12.2% | -0.1% |
| 3M | -11.8% | -3.5% | -8.4% | -11.7% |
| 6M | -17.6% | -21.8% | +4.2% | -16.4% |
| YTD | -12.0% | -29.7% | +17.6% | -10.4% |
| 1Y | -0.9% | -36.2% | +35.3% | +1.5% |
| 3Y | +23.7% | -16.4% | +40.0% | +24.1% |
| All | +23.7% | -16.7% | +40.4% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling