+1,134.0%
MPC vs FIVN
+103.9%
+1,030.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.1% | +8.4% | +2.9% |
| 7D | +3.9% | -8.2% | +12.1% | +4.7% |
| 30D | +33.8% | -8.1% | +41.9% | +34.7% |
| 3M | +49.9% | +34.9% | +14.9% | +44.2% |
| 6M | +80.9% | +72.6% | +8.3% | +68.6% |
| YTD | +147.4% | +55.8% | +91.7% | +132.1% |
| 1Y | +123.2% | +17.1% | +106.1% | +115.3% |
| 3Y | +171.7% | -54.3% | +226.0% | +179.4% |
| 5Y | +678.6% | -81.6% | +760.1% | +748.5% |
| 10Y | +1,134.0% | +109.2% | +1,024.9% | +882.6% |
| All | +1,134.0% | +103.9% | +1,030.2% | +882.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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