+100.6%
FLEX vs PNC
+25.1%
+75.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.5% | +6.7% | +6.9% |
| 7D | +5.7% | -0.6% | +6.3% | +6.0% |
| 30D | -7.0% | -4.4% | -2.6% | -4.7% |
| 3M | -23.8% | +5.2% | -29.1% | -25.5% |
| 6M | +82.6% | +20.6% | +62.0% | +65.7% |
| YTD | +91.6% | +19.8% | +71.9% | +75.8% |
| 1Y | +100.6% | +24.4% | +76.1% | +70.4% |
| All | +100.6% | +25.1% | +75.4% | +70.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling