+198.1%
AZN vs PDD
+199.6%
-1.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.3% |
| 7D | +1.6% | -1.0% | +2.5% | +1.6% |
| 30D | +17.3% | -2.4% | +19.7% | +17.4% |
| 3M | +15.3% | -14.6% | +30.0% | +16.2% |
| 6M | +2.1% | -19.6% | +21.8% | +3.1% |
| YTD | +2.6% | -30.0% | +32.6% | +4.3% |
| 1Y | +7.9% | -42.5% | +50.4% | +10.6% |
| 3Y | +55.8% | -27.2% | +83.0% | +56.2% |
| 5Y | +63.0% | -8.2% | +71.2% | +56.6% |
| All | +198.1% | +199.6% | -1.6% | +159.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling