+66.6%
DVN vs ASX
+974.7%
-908.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.3% | +5.4% | +3.1% |
| 7D | +2.5% | +6.5% | -4.0% | +0.5% |
| 30D | +10.2% | +3.1% | +7.0% | +8.7% |
| 3M | +8.1% | +17.4% | -9.3% | -0.7% |
| 6M | +15.9% | +85.4% | -69.6% | -12.2% |
| YTD | +38.2% | +150.1% | -111.8% | -7.4% |
| 1Y | +44.5% | +256.3% | -211.8% | -16.7% |
| 3Y | +5.1% | +446.9% | -441.7% | -52.0% |
| 5Y | +124.3% | +447.1% | -322.8% | -2.0% |
| All | +66.6% | +974.7% | -908.1% | -53.2% |
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