+1,174.7%
MPC vs FISV
-4.3%
+1,179.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.3% | +4.8% | +2.1% |
| 7D | +3.2% | -6.4% | +9.6% | +5.8% |
| 30D | +25.0% | -6.8% | +31.9% | +28.0% |
| 3M | +55.2% | -10.0% | +65.1% | +59.9% |
| 6M | +86.4% | -20.6% | +107.0% | +99.8% |
| YTD | +148.5% | -27.6% | +176.0% | +174.9% |
| 1Y | +121.7% | -64.3% | +186.0% | +210.7% |
| 3Y | +172.9% | -60.0% | +232.9% | +216.5% |
| 5Y | +679.9% | -57.7% | +737.6% | +731.9% |
| 10Y | +1,174.7% | -3.0% | +1,177.7% | +729.2% |
| All | +1,174.7% | -4.3% | +1,179.0% | +729.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling