+3,109.1%
MPC vs FISV
+314.8%
+2,794.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.1% |
| 7D | -9.4% | +22.3% | -31.7% | -18.0% |
| 30D | -14.3% | +39.2% | -53.5% | -27.2% |
| 3M | +31.1% | +21.2% | +9.9% | +18.0% |
| 6M | +60.3% | +14.5% | +45.8% | +46.3% |
| YTD | +142.5% | -5.4% | +148.0% | +138.1% |
| 1Y | +104.6% | -0.3% | +104.9% | +94.9% |
| 3Y | +191.7% | -46.8% | +238.5% | +204.5% |
| 5Y | +549.2% | -36.2% | +585.5% | +457.6% |
| 10Y | +1,106.2% | +26.4% | +1,079.8% | +477.9% |
| All | +3,109.1% | +314.8% | +2,794.2% | +356.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling