+9.5%
DVN vs FIVN
-55.2%
+64.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.3% |
| 7D | +4.5% | -7.8% | +12.4% | +5.4% |
| 30D | +12.0% | -1.7% | +13.7% | +12.0% |
| 3M | +13.4% | +47.2% | -33.8% | +7.1% |
| 6M | +12.1% | +82.7% | -70.6% | +2.2% |
| YTD | +38.8% | +52.9% | -14.1% | +29.4% |
| 1Y | +46.0% | +17.5% | +28.6% | +42.6% |
| 3Y | +9.5% | -55.8% | +65.3% | +10.5% |
| All | +9.5% | -55.2% | +64.7% | +10.5% |
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 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