+201.5%
PDD vs SSNC
+53.1%
+148.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.3% | -3.2% |
| 7D | -1.4% | -4.5% | +3.0% | +0.7% |
| 30D | -1.0% | -3.9% | +2.8% | +0.5% |
| 3M | -12.3% | -1.3% | -10.9% | -12.3% |
| 6M | -18.5% | +14.1% | -32.7% | -24.5% |
| YTD | -29.0% | -9.9% | -19.1% | -26.7% |
| 1Y | -40.7% | -6.2% | -34.5% | -40.0% |
| 3Y | -25.7% | +56.1% | -81.8% | -44.4% |
| 5Y | -3.3% | +5.4% | -8.7% | -10.8% |
| All | +201.5% | +53.1% | +148.4% | +130.2% |
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