+199.8%
MPC vs FIVN
-56.5%
+256.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.8% |
| 7D | +11.2% | -2.8% | +14.1% | +11.6% |
| 30D | -14.5% | -17.4% | +2.9% | -13.1% |
| 3M | +16.7% | -19.2% | +35.8% | +18.4% |
| 6M | +67.6% | +29.4% | +38.2% | +58.7% |
| YTD | +157.9% | +36.3% | +121.7% | +140.7% |
| 1Y | +116.7% | +33.5% | +83.2% | +102.5% |
| 3Y | +199.8% | -56.8% | +256.6% | +193.9% |
| All | +199.8% | -56.5% | +256.2% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling