+6.8%
DVN vs ASX
+471.1%
-464.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +0.9% |
| 7D | -0.1% | +11.1% | -11.2% | -1.1% |
| 30D | +8.0% | +9.6% | -1.6% | +6.9% |
| 3M | +11.9% | +18.6% | -6.7% | +8.4% |
| 6M | +10.6% | +92.1% | -81.5% | -3.4% |
| YTD | +35.4% | +158.5% | -123.1% | +9.4% |
| 1Y | +46.5% | +271.9% | -225.4% | +6.7% |
| All | +6.8% | +471.1% | -464.3% | -36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling