+120.5%
DVN vs ASX
+490.0%
-369.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +0.5% |
| 7D | -0.1% | +11.1% | -11.2% | -2.2% |
| 30D | +8.0% | +9.6% | -1.6% | +5.8% |
| 3M | +11.9% | +18.6% | -6.7% | +5.6% |
| 6M | +10.6% | +92.1% | -81.5% | -10.3% |
| YTD | +35.4% | +158.5% | -123.1% | -0.5% |
| 1Y | +46.5% | +271.9% | -225.4% | -5.3% |
| 3Y | +3.0% | +465.2% | -462.3% | -45.8% |
| 5Y | +120.5% | +479.4% | -358.9% | +8.1% |
| All | +120.5% | +490.0% | -369.5% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling