-41.7%
PDD vs SSNC
-6.2%
-35.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.3% | -3.1% |
| 7D | -1.4% | -4.5% | +3.0% | -0.5% |
| 30D | -1.0% | -3.9% | +2.8% | -0.5% |
| 3M | -12.3% | -1.3% | -10.9% | -12.4% |
| 6M | -18.5% | +14.1% | -32.7% | -21.7% |
| YTD | -29.0% | -9.9% | -19.1% | -28.5% |
| All | -41.7% | -6.2% | -35.5% | -41.8% |
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