-23.8%
PDD vs IQV
-1.9%
-21.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -1.8% |
| 7D | -4.1% | +0.3% | -4.4% | -4.3% |
| 30D | -13.1% | +8.6% | -21.7% | -15.7% |
| 3M | -3.5% | +41.1% | -44.6% | -15.7% |
| 6M | -21.8% | +48.6% | -70.3% | -33.8% |
| YTD | -29.7% | +15.0% | -44.7% | -34.3% |
| 1Y | -36.2% | +38.1% | -74.3% | -45.6% |
| 3Y | -16.4% | +21.4% | -37.7% | -29.4% |
| 5Y | -23.8% | -1.0% | -22.8% | -29.7% |
| All | -23.8% | -1.9% | -21.9% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling