-37.6%
PDD vs IQV
+34.3%
-71.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.3% |
| 7D | -4.4% | -2.6% | -1.8% | -4.2% |
| 30D | -15.5% | +6.2% | -21.7% | -16.0% |
| 3M | -4.1% | +38.0% | -42.0% | -6.6% |
| 6M | -23.4% | +43.9% | -67.3% | -25.3% |
| YTD | -30.7% | +14.0% | -44.7% | -29.9% |
| 1Y | -37.6% | +35.5% | -73.2% | -39.3% |
| All | -37.6% | +34.3% | -71.9% | -39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling