+45.4%
DVN vs AG
+117.1%
-71.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.9% | +7.0% | +1.8% |
| 7D | +2.5% | -5.8% | +8.3% | +2.2% |
| 30D | +10.2% | +6.4% | +3.8% | +10.7% |
| 3M | +8.1% | +28.4% | -20.3% | +10.2% |
| 6M | +15.9% | -24.5% | +40.3% | +17.4% |
| YTD | +38.2% | +21.2% | +17.1% | +39.6% |
| All | +45.4% | +117.1% | -71.7% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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