+38.6%
DVN vs AEIS
+93.3%
-54.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.3% |
| 7D | +1.5% | +3.0% | -1.5% | +1.7% |
| 30D | +14.2% | -14.6% | +28.8% | +13.0% |
| 3M | +5.2% | -12.4% | +17.7% | +5.4% |
| 6M | +11.9% | -15.0% | +26.8% | +12.0% |
| YTD | +32.8% | +34.3% | -1.5% | +34.8% |
| 1Y | +38.6% | +87.4% | -48.8% | +44.1% |
| All | +38.6% | +93.3% | -54.7% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling