-5.1%
PCG vs FLEX
+102.8%
-107.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +2.4% |
| 7D | -13.9% | -0.9% | -13.0% | -13.9% |
| 30D | -16.9% | -10.1% | -6.7% | -17.0% |
| 3M | -14.7% | -31.3% | +16.6% | -15.1% |
| 6M | -23.8% | +71.3% | -95.1% | -24.4% |
| YTD | -10.5% | +81.2% | -91.7% | -11.6% |
| 1Y | -5.1% | +98.5% | -103.6% | -9.8% |
| All | -5.1% | +102.8% | -107.9% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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