+36.3%
DVN vs DOCS
-33.3%
+69.6%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.8% |
| 7D | +10.4% | +2.6% | +7.8% | +10.6% |
| 30D | -6.7% | +11.4% | -18.1% | -5.9% |
| 3M | +5.6% | +25.4% | -19.8% | +7.4% |
| 6M | +0.7% | +42.5% | -41.9% | +3.2% |
| YTD | +29.6% | -24.7% | +54.3% | +23.8% |
| 1Y | +36.3% | -32.9% | +69.3% | +32.7% |
| All | +36.3% | -33.3% | +69.6% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling