+13.2%
DVN vs GEN
+67.9%
-54.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.4% |
| 7D | +10.4% | +2.0% | +8.3% | +10.0% |
| 30D | -6.7% | +27.7% | -34.4% | -10.3% |
| 3M | +5.6% | +3.3% | +2.4% | +4.9% |
| 6M | +0.7% | +31.8% | -31.1% | -5.5% |
| YTD | +29.6% | +13.5% | +16.1% | +27.6% |
| 1Y | +36.3% | +16.0% | +20.3% | +33.2% |
| 3Y | +13.2% | +70.6% | -57.4% | +5.3% |
| All | +13.2% | +67.9% | -54.8% | +5.3% |
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 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