+24.4%
PNC vs FIGR
-3.1%
+27.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.7% |
| 7D | -0.6% | -3.0% | +2.5% | -0.5% |
| 30D | -4.4% | +13.7% | -18.0% | -5.1% |
| 3M | +5.2% | +23.9% | -18.6% | +3.8% |
| 6M | +20.6% | -8.4% | +29.1% | +20.3% |
| YTD | +19.8% | -14.6% | +34.4% | +18.6% |
| 1Y | +24.4% | +12.1% | +12.3% | +24.9% |
| All | +24.4% | -3.1% | +27.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 5y: compounded portfolio wealth divided by compounded FIGR 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…
5y analysis · Full analysis span regression · 6 months rolling