+39.0%
DVN vs AVTR
+37.4%
+1.6%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.4% | -7.7% | -7.3% |
| 7D | -13.9% | -6.2% | -7.7% | -14.3% |
| 30D | -8.0% | -1.0% | -7.0% | -8.1% |
| 3M | +0.8% | +14.4% | -13.6% | +1.8% |
| 6M | -12.8% | +95.9% | -108.6% | -5.8% |
| YTD | +22.7% | +36.6% | -13.8% | +34.5% |
| 1Y | +39.0% | +35.1% | +3.9% | +52.6% |
| All | +39.0% | +37.4% | +1.6% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling