-5.4%
PTC vs FIGR
-31.9%
+26.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.9% | -7.5% | +0.1% |
| 7D | +0.8% | +12.5% | -11.7% | +0.3% |
| 30D | +0.7% | -14.1% | +14.8% | +1.3% |
| 3M | +32.6% | -14.3% | +46.9% | +32.9% |
| 6M | +33.6% | -34.8% | +68.4% | +35.3% |
| YTD | +12.4% | -40.0% | +52.4% | +12.9% |
| 1Y | +11.2% | -32.9% | +44.2% | +9.8% |
| All | -5.4% | -31.9% | +26.5% | -6.8% |
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