+651.5%
ADI vs DVN
+69.2%
+582.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.4% | +4.8% |
| 7D | +4.6% | +4.5% | 0.0% | +3.5% |
| 30D | -1.2% | +12.0% | -13.1% | -3.7% |
| 3M | -7.8% | +13.4% | -21.2% | -10.8% |
| 6M | +19.3% | +12.1% | +7.2% | +14.8% |
| YTD | +40.9% | +38.8% | +2.1% | +28.5% |
| 1Y | +54.5% | +46.0% | +8.5% | +38.7% |
| 3Y | +123.4% | +9.5% | +113.9% | +111.2% |
| 5Y | +142.3% | +125.3% | +17.0% | +87.3% |
| All | +651.5% | +69.2% | +582.3% | +380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 10y: compounded portfolio wealth divided by compounded DVN 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…
10y analysis · Full analysis span regression · 6 months rolling