+9.0%
DVN vs A
+28.1%
-19.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.3% |
| 7D | +2.5% | -4.6% | +7.1% | +3.5% |
| 30D | +10.2% | -4.3% | +14.4% | +11.0% |
| 3M | +8.1% | +8.9% | -0.8% | +5.9% |
| 6M | +15.9% | +24.5% | -8.6% | +8.9% |
| YTD | +38.2% | +5.8% | +32.4% | +36.5% |
| 1Y | +44.5% | +16.2% | +28.2% | +36.9% |
| All | +9.0% | +28.1% | -19.1% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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