+219.2%
DVN vs EQIX
+242.8%
-23.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +4.0% | +2.3% |
| 7D | +2.5% | -1.6% | +4.2% | +2.7% |
| 30D | +10.2% | -0.4% | +10.5% | +10.2% |
| 3M | +8.1% | -0.9% | +9.0% | +8.1% |
| 6M | +15.9% | +8.1% | +7.7% | +14.8% |
| YTD | +38.2% | +35.7% | +2.6% | +33.8% |
| 1Y | +44.5% | +34.0% | +10.5% | +40.0% |
| 3Y | +5.1% | +41.4% | -36.3% | +1.0% |
| 5Y | +124.3% | +34.0% | +90.3% | +115.4% |
| 10Y | +65.9% | +242.4% | -176.4% | +45.7% |
| All | +219.2% | +242.8% | -23.6% | +127.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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