+207.9%
PDD vs IQV
+114.9%
+93.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.3% |
| 7D | -4.1% | +2.3% | -6.4% | -5.0% |
| 30D | -9.6% | +13.4% | -23.0% | -14.2% |
| 3M | -4.3% | +43.3% | -47.6% | -18.1% |
| 6M | -18.8% | +50.5% | -69.3% | -32.9% |
| YTD | -27.5% | +18.8% | -46.3% | -34.3% |
| 1Y | -33.6% | +45.5% | -79.1% | -45.6% |
| 3Y | -20.4% | +19.4% | -39.8% | -32.4% |
| 5Y | -19.6% | +1.7% | -21.3% | -26.7% |
| All | +207.9% | +114.9% | +93.0% | +88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling