+1,185.2%
MPC vs FIVN
+318.5%
+866.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | +5.4% | -2.3% | +7.7% | +5.7% |
| 30D | +31.0% | +12.4% | +18.6% | +28.9% |
| 3M | +46.0% | +36.0% | +10.0% | +40.4% |
| 6M | +77.3% | +86.0% | -8.7% | +63.8% |
| YTD | +141.9% | +65.9% | +76.0% | +125.2% |
| 1Y | +120.9% | +26.5% | +94.4% | +111.2% |
| 3Y | +182.7% | -54.2% | +236.9% | +191.6% |
| 5Y | +646.4% | -80.5% | +726.9% | +713.6% |
| 10Y | +1,138.7% | +109.6% | +1,029.1% | +855.5% |
| All | +1,185.2% | +318.5% | +866.7% | +791.4% |
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