+166.3%
DVN vs ASX
+3,515.0%
-3,348.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +1.5% | -0.7% | +2.2% | +1.6% |
| 30D | +14.2% | +2.0% | +12.2% | +13.4% |
| 3M | +5.2% | -1.3% | +6.6% | +3.2% |
| 6M | +11.9% | +71.4% | -59.6% | -5.5% |
| YTD | +32.8% | +135.3% | -102.5% | +3.3% |
| 1Y | +38.6% | +267.5% | -228.9% | -4.3% |
| 3Y | +0.5% | +388.5% | -388.0% | -36.9% |
| 5Y | +111.0% | +417.1% | -306.1% | +28.0% |
| 10Y | +56.1% | +872.7% | -816.6% | -20.7% |
| All | +166.3% | +3,515.0% | -3,348.7% | -6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling