+67.3%
DVN vs BB
+1.6%
+65.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | +4.5% | -0.4% | +4.9% | +4.6% |
| 30D | +12.0% | -12.5% | +24.5% | +14.5% |
| 3M | +13.4% | -17.4% | +30.8% | +15.5% |
| 6M | +12.1% | +119.1% | -107.0% | -8.1% |
| YTD | +38.8% | +102.4% | -63.5% | +15.5% |
| 1Y | +46.0% | +98.2% | -52.2% | +20.9% |
| 3Y | +9.5% | +46.9% | -37.4% | -9.4% |
| 5Y | +125.3% | -26.4% | +151.7% | +108.2% |
| All | +67.3% | +1.6% | +65.7% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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