+62.5%
DVN vs AVAV
+478.0%
-415.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.4% | +6.6% | +2.2% |
| 7D | -0.1% | -3.2% | +3.1% | +0.4% |
| 30D | +8.0% | -25.6% | +33.5% | +13.8% |
| 3M | +11.9% | -20.2% | +32.2% | +14.4% |
| 6M | +10.6% | -38.1% | +48.7% | +17.3% |
| YTD | +35.4% | -41.8% | +77.2% | +40.8% |
| 1Y | +46.5% | -39.0% | +85.5% | +47.8% |
| 3Y | +3.0% | +24.1% | -21.1% | -21.3% |
| 5Y | +120.5% | +53.0% | +67.5% | +47.7% |
| 10Y | +62.5% | +493.8% | -431.4% | -21.7% |
| All | +62.5% | +478.0% | -415.5% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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