+48.7%
DVN vs ADVB
-88.8%
+137.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +0.8% |
| 7D | -1.3% | -14.0% | +12.7% | -0.9% |
| 30D | +12.6% | +41.0% | -28.4% | +11.4% |
| 3M | +8.1% | +127.9% | -119.8% | +4.0% |
| 6M | +10.2% | +101.3% | -91.2% | +4.8% |
| YTD | +33.8% | +53.8% | -20.0% | +28.5% |
| 1Y | +43.9% | +4.4% | +39.5% | +39.7% |
| All | +48.7% | -88.8% | +137.5% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ADVB 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling