+117.2%
MPC vs FISV
-4.0%
+121.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.2% | -14.4% | -7.9% |
| 7D | -10.9% | +29.6% | -40.6% | -10.9% |
| 30D | -9.4% | +34.5% | -43.9% | -9.5% |
| 3M | +26.0% | +11.2% | +14.7% | +25.8% |
| 6M | +56.5% | -1.2% | +57.7% | +54.3% |
| YTD | +144.3% | -7.6% | +151.9% | +140.6% |
| 1Y | +117.2% | -3.7% | +121.0% | +116.3% |
| All | +117.2% | -4.0% | +121.2% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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