+1.7%
DVN vs MSCI
+4.4%
-2.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +1.2% |
| 7D | -1.3% | -2.1% | +0.8% | -1.1% |
| 30D | +12.6% | -1.7% | +14.4% | +12.8% |
| 3M | +8.1% | -8.2% | +16.4% | +9.2% |
| 6M | +10.2% | -2.4% | +12.6% | +9.9% |
| YTD | +33.8% | -2.8% | +36.6% | +33.0% |
| 1Y | +43.9% | -2.7% | +46.6% | +42.7% |
| 3Y | +1.7% | +7.3% | -5.6% | -2.9% |
| All | +1.7% | +4.4% | -2.7% | -2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling