+191.4%
PDD vs IQV
+110.1%
+81.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.7% |
| 7D | -5.4% | -2.2% | -3.1% | -4.5% |
| 30D | -12.6% | +8.3% | -20.9% | -15.5% |
| 3M | -4.3% | +44.6% | -48.9% | -18.5% |
| 6M | -24.4% | +52.6% | -77.0% | -37.9% |
| YTD | -31.4% | +16.1% | -47.5% | -37.2% |
| 1Y | -38.1% | +37.3% | -75.4% | -47.9% |
| 3Y | -20.1% | +21.6% | -41.7% | -33.1% |
| 5Y | -25.0% | +0.5% | -25.5% | -31.4% |
| All | +191.4% | +110.1% | +81.3% | +80.1% |
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