+67.3%
DVN vs ED
+108.5%
-41.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +4.5% | -0.8% | +5.3% | +4.6% |
| 30D | +12.0% | -0.4% | +12.4% | +12.0% |
| 3M | +13.4% | +0.5% | +12.9% | +13.4% |
| 6M | +12.1% | -3.1% | +15.2% | +12.3% |
| YTD | +38.8% | +9.8% | +29.0% | +38.3% |
| 1Y | +46.0% | +12.6% | +33.5% | +45.3% |
| 3Y | +9.5% | +31.4% | -21.9% | +7.6% |
| 5Y | +125.3% | +69.4% | +55.8% | +121.9% |
| All | +67.3% | +108.5% | -41.3% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ED 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling