+56.1%
DVN vs MSCI
+799.8%
-743.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.4% | +3.5% |
| 7D | +7.8% | -0.7% | +8.5% | +8.1% |
| 30D | -7.9% | +16.2% | -24.1% | -13.8% |
| 3M | +3.7% | +16.1% | -12.4% | -3.2% |
| 6M | +0.2% | +12.9% | -12.7% | -6.5% |
| YTD | +28.6% | +14.8% | +13.8% | +17.7% |
| 1Y | +34.6% | +13.8% | +20.8% | +23.6% |
| 3Y | +11.8% | +31.2% | -19.4% | -7.5% |
| 5Y | +37.6% | +5.6% | +32.0% | +22.3% |
| All | +56.1% | +799.8% | -743.7% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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