+46.5%
DVN vs BAM
-12.6%
+59.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +0.8% |
| 7D | -0.1% | -3.9% | +3.8% | -0.8% |
| 30D | +8.0% | -8.8% | +16.8% | +6.3% |
| 3M | +11.9% | +2.2% | +9.7% | +12.5% |
| 6M | +10.6% | +5.9% | +4.7% | +11.2% |
| YTD | +35.4% | -6.1% | +41.5% | +37.2% |
| 1Y | +46.5% | -11.6% | +58.1% | +54.0% |
| All | +46.5% | -12.6% | +59.1% | +54.0% |
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