+198.7%
PDD vs SSNC
+58.2%
+140.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -1.2% |
| 7D | -4.1% | -1.8% | -2.3% | -3.3% |
| 30D | -13.1% | +1.9% | -15.0% | -14.0% |
| 3M | -3.5% | +18.4% | -21.9% | -11.7% |
| 6M | -21.8% | +7.0% | -28.8% | -25.0% |
| YTD | -29.7% | -6.9% | -22.7% | -28.2% |
| 1Y | -36.2% | -8.2% | -28.1% | -34.6% |
| 3Y | -16.4% | +50.5% | -66.9% | -35.8% |
| 5Y | -23.8% | +17.4% | -41.2% | -33.1% |
| All | +198.7% | +58.2% | +140.5% | +125.5% |
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