+46.0%
DVN vs AGI
+9.2%
+36.8%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.5% |
| 7D | +4.5% | -2.7% | +7.2% | +4.3% |
| 30D | +12.0% | +7.2% | +4.7% | +12.6% |
| 3M | +13.4% | +4.3% | +9.1% | +14.4% |
| 6M | +12.1% | -27.1% | +39.2% | +13.7% |
| YTD | +38.8% | -6.6% | +45.4% | +38.2% |
| 1Y | +46.0% | +9.5% | +36.5% | +45.5% |
| All | +46.0% | +9.2% | +36.8% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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