+67.3%
DVN vs BEN
+56.6%
+10.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.5% | -3.1% | +7.6% | +6.4% |
| 30D | +12.0% | +0.2% | +11.8% | +11.5% |
| 3M | +13.4% | +6.8% | +6.6% | +7.9% |
| 6M | +12.1% | +38.1% | -26.0% | -10.4% |
| YTD | +38.8% | +44.3% | -5.5% | +7.2% |
| 1Y | +46.0% | +42.6% | +3.5% | +12.8% |
| 3Y | +9.5% | +52.3% | -42.8% | -23.2% |
| 5Y | +125.3% | +37.6% | +87.6% | +59.9% |
| All | +67.3% | +56.6% | +10.6% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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