+12.3%
DVN vs ASX
+376.6%
-364.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.9% | +3.2% |
| 7D | +7.8% | +22.1% | -14.3% | +6.0% |
| 30D | -7.9% | -23.8% | +15.8% | -6.3% |
| 3M | +3.7% | -7.6% | +11.3% | +3.6% |
| 6M | +0.2% | +6.9% | -6.7% | -3.2% |
| YTD | +28.6% | +127.7% | -99.1% | +5.0% |
| 1Y | +34.6% | +144.5% | -109.9% | +7.8% |
| All | +12.3% | +376.6% | -364.3% | -31.5% |
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