+57.3%
DVN vs ASX
+962.9%
-905.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.3% |
| 7D | +10.4% | +12.4% | -2.0% | +6.5% |
| 30D | -6.7% | -19.8% | +13.1% | -2.2% |
| 3M | +5.6% | -10.3% | +15.9% | +5.9% |
| 6M | +0.7% | +1.2% | -0.6% | -6.8% |
| YTD | +29.6% | +123.0% | -93.5% | -12.4% |
| 1Y | +36.3% | +145.4% | -109.1% | -11.4% |
| 3Y | +13.2% | +368.6% | -355.5% | -46.9% |
| 5Y | +38.6% | +486.0% | -447.4% | -43.3% |
| All | +57.3% | +962.9% | -905.7% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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