-16.4%
PDD vs IQV
+18.7%
-35.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -2.5% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -13.1% | +8.6% | -21.7% | -14.1% |
| 3M | -3.5% | +41.1% | -44.6% | -8.1% |
| 6M | -21.8% | +48.6% | -70.3% | -26.3% |
| YTD | -29.7% | +15.0% | -44.7% | -31.0% |
| 1Y | -36.2% | +38.1% | -74.3% | -39.5% |
| 3Y | -16.4% | +21.4% | -37.7% | -19.9% |
| All | -16.4% | +18.7% | -35.0% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling