+159.7%
AZN vs PDD
+210.2%
-50.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | 0.0% | -4.1% | +4.1% | +0.2% |
| 30D | +0.7% | -9.6% | +10.3% | +1.2% |
| 3M | -10.5% | -4.3% | -6.2% | -10.4% |
| 6M | -19.3% | -18.8% | -0.5% | -18.5% |
| YTD | -10.6% | -27.5% | +16.9% | -9.3% |
| 1Y | +0.5% | -33.6% | +34.1% | +2.3% |
| 3Y | +25.9% | -20.4% | +46.3% | +25.5% |
| 5Y | +52.4% | -19.6% | +72.0% | +47.2% |
| All | +159.7% | +210.2% | -50.6% | +125.4% |
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