+195.8%
PDD vs SSNC
+56.3%
+139.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | -4.9% | +2.3% | -7.2% | -5.9% |
| 30D | -3.0% | -3.1% | +0.1% | -1.9% |
| 3M | -6.2% | -2.7% | -3.4% | -5.4% |
| 6M | -20.7% | +23.7% | -44.4% | -29.3% |
| YTD | -30.4% | -8.0% | -22.3% | -28.8% |
| 1Y | -41.3% | -4.7% | -36.6% | -41.1% |
| 3Y | -27.7% | +58.0% | -85.7% | -46.2% |
| 5Y | -16.9% | +8.0% | -24.8% | -24.2% |
| All | +195.8% | +56.3% | +139.5% | +123.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling