+67.3%
DVN vs AON
+204.8%
-137.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.3% |
| 7D | +4.5% | -6.3% | +10.8% | +8.0% |
| 30D | +12.0% | -14.1% | +26.1% | +20.2% |
| 3M | +13.4% | -9.5% | +22.9% | +17.5% |
| 6M | +12.1% | -4.0% | +16.1% | +11.7% |
| YTD | +38.8% | -13.8% | +52.6% | +45.8% |
| 1Y | +46.0% | -18.3% | +64.3% | +57.8% |
| 3Y | +9.5% | -7.2% | +16.7% | +6.1% |
| 5Y | +125.3% | +7.3% | +117.9% | +89.8% |
| All | +67.3% | +204.8% | -137.5% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling