+9.5%
DVN vs FISV
-57.6%
+67.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.4% | -5.0% | 0.0% |
| 7D | +4.5% | -2.7% | +7.2% | +4.7% |
| 30D | +12.0% | 0.0% | +11.9% | +11.8% |
| 3M | +13.4% | -2.8% | +16.2% | +13.5% |
| 6M | +12.1% | -11.8% | +23.9% | +13.0% |
| YTD | +38.8% | -23.2% | +62.0% | +41.8% |
| 1Y | +46.0% | -62.0% | +108.0% | +59.5% |
| 3Y | +9.5% | -57.6% | +67.1% | +15.9% |
| All | +9.5% | -57.6% | +67.1% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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