+39.0%
DVN vs BAM
+4.2%
+34.8%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.2% | -13.6% | -5.4% |
| 7D | -13.9% | +14.2% | -28.2% | -10.2% |
| 30D | -8.0% | +21.0% | -29.0% | -2.6% |
| 3M | +0.8% | +5.2% | -4.4% | +3.5% |
| 6M | -12.8% | +16.0% | -28.7% | -8.3% |
| YTD | +22.7% | +6.5% | +16.3% | +30.2% |
| 1Y | +39.0% | +4.4% | +34.6% | +48.6% |
| All | +39.0% | +4.2% | +34.8% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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