+287.0%
FLEX vs PNC
+113.6%
+173.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -13.6% | +0.8% | -14.5% | -13.9% |
| 30D | -36.5% | +6.5% | -43.0% | -38.9% |
| 3M | -36.4% | -7.3% | -29.2% | -33.2% |
| 6M | -46.5% | +8.5% | -55.0% | -49.3% |
| YTD | +25.9% | +14.5% | +11.5% | +14.6% |
| 1Y | +19.6% | +29.1% | -9.5% | +0.5% |
| 3Y | +287.0% | +113.7% | +173.3% | +157.4% |
| All | +287.0% | +113.6% | +173.4% | +157.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling