+3,101.0%
MPC vs FISV
+246.1%
+2,854.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +5.4% | -0.3% | +5.8% | +5.5% |
| 30D | +31.0% | -2.1% | +33.0% | +31.8% |
| 3M | +46.0% | -5.7% | +51.8% | +48.2% |
| 6M | +77.3% | -15.3% | +92.6% | +86.9% |
| YTD | +141.9% | -21.1% | +163.0% | +161.7% |
| 1Y | +120.9% | -61.1% | +182.0% | +212.3% |
| 3Y | +182.7% | -56.8% | +239.5% | +230.6% |
| 5Y | +646.4% | -54.2% | +700.6% | +692.6% |
| 10Y | +1,138.7% | +1.6% | +1,137.1% | +575.6% |
| All | +3,101.0% | +246.1% | +2,854.9% | +401.7% |
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