+195.8%
PDD vs IQV
+112.8%
+83.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.7% |
| 7D | -4.9% | -2.5% | -2.4% | -4.0% |
| 30D | -3.0% | +1.2% | -4.2% | -3.9% |
| 3M | -6.2% | +9.8% | -15.9% | -10.1% |
| 6M | -20.7% | +53.8% | -74.5% | -34.9% |
| YTD | -30.4% | +17.6% | -48.0% | -36.9% |
| 1Y | -41.3% | +18.6% | -59.9% | -47.1% |
| 3Y | -27.7% | +36.9% | -64.6% | -43.4% |
| 5Y | -16.9% | +4.1% | -21.0% | -25.4% |
| All | +195.8% | +112.8% | +83.0% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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