+57.3%
DVN vs GEN
+152.9%
-95.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.2% |
| 7D | +10.4% | +2.0% | +8.3% | +9.8% |
| 30D | -6.7% | +27.7% | -34.4% | -12.1% |
| 3M | +5.6% | +3.3% | +2.4% | +3.8% |
| 6M | +0.7% | +31.8% | -31.1% | -7.2% |
| YTD | +29.6% | +13.5% | +16.1% | +23.1% |
| 1Y | +36.3% | +16.0% | +20.3% | +28.8% |
| 3Y | +13.2% | +70.6% | -57.4% | -3.8% |
| 5Y | +38.6% | +32.1% | +6.5% | +21.9% |
| All | +57.3% | +152.9% | -95.6% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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