+9.0%
DVN vs AEIS
+160.8%
-151.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +2.7% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | +10.2% | -16.4% | +26.6% | +12.6% |
| 3M | +8.1% | -11.1% | +19.2% | +8.0% |
| 6M | +15.9% | -12.0% | +27.9% | +13.6% |
| YTD | +38.2% | +30.9% | +7.4% | +20.3% |
| 1Y | +44.5% | +74.3% | -29.9% | +12.4% |
| All | +9.0% | +160.8% | -151.8% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling