+124.3%
DVN vs BN
+30.5%
+93.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.6% |
| 7D | +2.5% | -5.9% | +8.4% | +5.0% |
| 30D | +10.2% | -15.1% | +25.2% | +17.5% |
| 3M | +8.1% | -14.6% | +22.7% | +14.6% |
| 6M | +15.9% | -8.4% | +24.3% | +17.0% |
| YTD | +38.2% | -16.8% | +55.1% | +45.1% |
| 1Y | +44.5% | -14.4% | +58.8% | +48.3% |
| 3Y | +5.1% | +70.1% | -65.0% | -28.0% |
| 5Y | +124.3% | +33.5% | +90.8% | +74.2% |
| All | +124.3% | +30.5% | +93.8% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling