+652.8%
FLEX vs PNC
+201.9%
+450.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.3% | +3.5% | +3.6% |
| 7D | +2.2% | -0.6% | +2.9% | +3.0% |
| 30D | -32.6% | +5.8% | -38.5% | -35.0% |
| 3M | -35.5% | -7.9% | -27.6% | -31.9% |
| 6M | -45.6% | +10.0% | -55.5% | -49.0% |
| YTD | +30.7% | +14.8% | +15.9% | +18.6% |
| 1Y | +28.4% | +29.7% | -1.3% | +7.5% |
| 3Y | +301.7% | +114.4% | +187.3% | +138.3% |
| 5Y | +473.3% | +36.0% | +437.3% | +349.8% |
| All | +652.8% | +201.9% | +450.9% | +277.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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