+67.3%
DVN vs APTV
-16.1%
+83.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +4.5% | -5.0% | +9.5% | +7.0% |
| 30D | +12.0% | -6.1% | +18.0% | +14.9% |
| 3M | +13.4% | -33.0% | +46.4% | +34.5% |
| 6M | +12.1% | -35.2% | +47.3% | +31.0% |
| YTD | +38.8% | -40.1% | +79.0% | +67.2% |
| 1Y | +46.0% | -45.6% | +91.6% | +83.8% |
| 3Y | +9.5% | -54.4% | +63.9% | +41.5% |
| 5Y | +125.3% | -68.9% | +194.2% | +241.9% |
| All | +67.3% | -16.1% | +83.4% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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