+53.6%
AZN vs PDD
-22.9%
+76.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | -2.9% | -4.4% | +1.5% | -2.7% |
| 30D | -3.1% | -15.5% | +12.4% | -2.3% |
| 3M | -14.4% | -4.1% | -10.4% | -14.3% |
| 6M | -19.5% | -23.4% | +3.9% | -18.6% |
| YTD | -13.8% | -30.7% | +16.9% | -12.4% |
| 1Y | -2.4% | -37.6% | +35.3% | -0.4% |
| 3Y | +21.3% | -17.5% | +38.8% | +21.0% |
| 5Y | +53.6% | -24.6% | +78.3% | +39.1% |
| All | +53.6% | -22.9% | +76.5% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling