-38.6%
PDD vs SSNC
-3.9%
-34.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +2.8% |
| 7D | +6.0% | -1.1% | +7.2% | +6.3% |
| 30D | +5.5% | +0.6% | +4.8% | +5.0% |
| 3M | -9.8% | -1.5% | -8.3% | -9.8% |
| 6M | -16.0% | +15.8% | -31.8% | -19.5% |
| YTD | -27.6% | -8.0% | -19.6% | -27.3% |
| 1Y | -38.6% | -5.8% | -32.8% | -38.7% |
| All | -38.6% | -3.9% | -34.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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