+1,106.2%
MPC vs FIVN
+109.8%
+996.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +1.9% | +4.3% |
| 7D | -9.4% | -19.3% | +9.9% | -7.7% |
| 30D | -14.3% | -20.7% | +6.4% | -12.7% |
| 3M | +31.1% | -15.1% | +46.2% | +32.2% |
| 6M | +60.3% | +30.6% | +29.6% | +53.6% |
| YTD | +142.5% | +44.0% | +98.5% | +128.1% |
| 1Y | +104.6% | +45.5% | +59.1% | +91.9% |
| 3Y | +191.7% | -52.8% | +244.5% | +197.5% |
| 5Y | +549.2% | -82.6% | +631.9% | +606.6% |
| 10Y | +1,106.2% | +109.4% | +996.9% | +918.5% |
| All | +1,106.2% | +109.8% | +996.4% | +918.5% |
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