+1,180.8%
DVN vs BEN
+4,901.8%
-3,721.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.3% | +4.7% | -6.0% | -3.1% |
| 30D | +12.6% | +2.6% | +10.0% | +11.3% |
| 3M | +8.1% | +11.5% | -3.4% | +3.0% |
| 6M | +10.2% | +35.3% | -25.2% | -3.6% |
| YTD | +33.8% | +48.6% | -14.9% | +12.5% |
| 1Y | +43.9% | +46.7% | -2.8% | +21.1% |
| 3Y | +1.7% | +57.0% | -55.3% | -18.6% |
| 5Y | +119.6% | +41.8% | +77.8% | +79.5% |
| 10Y | +53.7% | +55.2% | -1.5% | +22.2% |
| All | +1,180.8% | +4,901.8% | -3,721.0% | +442.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling