-27.2%
PDD vs IQV
+42.6%
-69.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -1.2% |
| 7D | -1.0% | +4.8% | -5.7% | -1.6% |
| 30D | -2.4% | +5.9% | -8.3% | -3.2% |
| 3M | -14.6% | +13.7% | -28.3% | -16.2% |
| 6M | -19.6% | +54.0% | -73.6% | -24.2% |
| YTD | -30.0% | +22.1% | -52.0% | -31.7% |
| 1Y | -42.5% | +29.1% | -71.7% | -44.5% |
| 3Y | -27.2% | +40.4% | -67.6% | -34.4% |
| All | -27.2% | +42.6% | -69.8% | -34.4% |
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