+671.3%
MPC vs FISV
-57.7%
+729.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.8% |
| 7D | +1.2% | -7.2% | +8.4% | +2.3% |
| 30D | +17.0% | -7.2% | +24.2% | +18.1% |
| 3M | +49.5% | -8.2% | +57.6% | +50.8% |
| 6M | +83.5% | -17.7% | +101.2% | +87.5% |
| YTD | +144.1% | -27.2% | +171.3% | +153.8% |
| 1Y | +119.6% | -63.0% | +182.6% | +150.8% |
| 3Y | +168.1% | -59.8% | +227.8% | +177.5% |
| 5Y | +671.3% | -55.8% | +727.1% | +663.1% |
| All | +671.3% | -57.7% | +729.0% | +663.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling