+67.3%
DVN vs BLK
+283.5%
-216.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.6% |
| 7D | +4.5% | -3.3% | +7.8% | +6.7% |
| 30D | +12.0% | -6.5% | +18.5% | +16.4% |
| 3M | +13.4% | +6.7% | +6.6% | +6.9% |
| 6M | +12.1% | +14.7% | -2.6% | -1.3% |
| YTD | +38.8% | +2.5% | +36.3% | +30.3% |
| 1Y | +46.0% | -2.8% | +48.8% | +41.6% |
| 3Y | +9.5% | +65.9% | -56.4% | -30.0% |
| 5Y | +125.3% | +33.0% | +92.3% | +66.1% |
| All | +67.3% | +283.5% | -216.2% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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