+67.3%
DVN vs INDA
+84.7%
-17.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | -0.2% |
| 7D | +4.5% | -2.7% | +7.2% | +6.5% |
| 30D | +12.0% | -2.8% | +14.7% | +14.0% |
| 3M | +13.4% | +1.6% | +11.8% | +11.4% |
| 6M | +12.1% | -1.4% | +13.5% | +11.0% |
| YTD | +38.8% | -10.1% | +49.0% | +47.0% |
| 1Y | +46.0% | -8.8% | +54.8% | +52.5% |
| 3Y | +9.5% | +7.6% | +1.9% | -1.0% |
| 5Y | +125.3% | +5.8% | +119.5% | +105.7% |
| All | +67.3% | +84.7% | -17.4% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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