+1,098.3%
MPC vs FISV
+25.6%
+1,072.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -8.8% | +8.4% | -17.3% | -11.8% |
| 30D | -14.4% | +38.8% | -53.2% | -25.2% |
| 3M | +21.9% | +21.3% | +0.7% | +11.7% |
| 6M | +60.1% | +14.1% | +46.0% | +48.8% |
| YTD | +142.3% | -5.7% | +148.0% | +139.8% |
| 1Y | +101.7% | -0.8% | +102.5% | +94.7% |
| 3Y | +184.8% | -47.9% | +232.7% | +196.0% |
| 5Y | +564.6% | -36.8% | +601.4% | +471.2% |
| 10Y | +1,098.3% | +26.9% | +1,071.4% | +658.8% |
| All | +1,098.3% | +25.6% | +1,072.7% | +658.8% |
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