+1,131.8%
MPC vs FIVN
+253.7%
+878.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -17.6% | +16.4% | +0.5% |
| 7D | -16.2% | -22.6% | +6.4% | -14.2% |
| 30D | -15.7% | -16.8% | +1.0% | -14.5% |
| 3M | +24.9% | -0.9% | +25.8% | +23.7% |
| 6M | +52.7% | +28.4% | +24.2% | +46.4% |
| YTD | +131.9% | +40.2% | +91.6% | +118.1% |
| 1Y | +96.6% | +30.5% | +66.1% | +86.1% |
| 3Y | +163.8% | -56.2% | +220.0% | +172.1% |
| 5Y | +533.1% | -81.0% | +614.1% | +587.7% |
| 10Y | +1,118.6% | +105.3% | +1,013.4% | +834.9% |
| All | +1,131.8% | +253.7% | +878.1% | +763.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling