+123.2%
MPC vs FISV
-62.2%
+185.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.0% | +6.3% | +2.2% |
| 7D | +3.9% | -1.6% | +5.4% | +3.8% |
| 30D | +33.8% | -3.0% | +36.7% | +33.7% |
| 3M | +49.9% | -3.5% | +53.4% | +49.9% |
| 6M | +80.9% | -19.4% | +100.3% | +80.2% |
| YTD | +147.4% | -24.3% | +171.7% | +145.8% |
| 1Y | +123.2% | -62.4% | +185.6% | +121.8% |
| All | +123.2% | -62.2% | +185.4% | +121.8% |
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 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