+7,917.6%
FLEX vs PNC
+2,473.4%
+5,444.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.9% | +1.4% | -2.3% | -1.6% |
| 30D | -10.1% | -3.8% | -6.3% | -8.2% |
| 3M | -31.3% | +9.0% | -40.4% | -34.5% |
| 6M | +71.3% | +16.6% | +54.6% | +57.9% |
| YTD | +81.2% | +20.4% | +60.8% | +63.8% |
| 1Y | +98.5% | +22.3% | +76.2% | +77.3% |
| 3Y | +428.2% | +124.5% | +303.7% | +240.5% |
| 5Y | +657.3% | +54.1% | +603.2% | +485.2% |
| 10Y | +995.9% | +276.3% | +719.7% | +425.2% |
| All | +7,917.6% | +2,473.4% | +5,444.3% | +1,109.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling