+478.1%
FLEX vs PNC
+133.3%
+344.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +5.1% |
| 7D | +7.0% | +2.3% | +4.7% | +5.4% |
| 30D | -5.8% | -3.8% | -2.0% | -3.4% |
| 3M | -24.2% | +7.8% | -32.0% | -27.7% |
| 6M | +90.8% | +19.7% | +71.1% | +70.0% |
| YTD | +89.2% | +19.1% | +70.1% | +68.4% |
| 1Y | +104.7% | +23.1% | +81.6% | +78.0% |
| 3Y | +478.1% | +132.1% | +346.0% | +266.4% |
| All | +478.1% | +133.3% | +344.7% | +266.4% |
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