+9.0%
DVN vs GEN
+58.7%
-49.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +2.5% | -4.4% | +6.9% | +3.3% |
| 30D | +10.2% | +3.7% | +6.4% | +9.3% |
| 3M | +8.1% | +22.2% | -14.1% | +3.4% |
| 6M | +15.9% | +38.9% | -23.0% | +7.5% |
| YTD | +38.2% | +11.9% | +26.4% | +36.3% |
| 1Y | +44.5% | +4.5% | +40.0% | +45.4% |
| All | +9.0% | +58.7% | -49.7% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling