+36.7%
DVN vs MSCI
+6.7%
+30.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.5% |
| 7D | +10.4% | +3.0% | +7.4% | +9.6% |
| 30D | -6.7% | +17.8% | -24.5% | -10.4% |
| 3M | +5.6% | +15.2% | -9.6% | +1.8% |
| 6M | +0.7% | +16.5% | -15.8% | -3.9% |
| YTD | +29.6% | +16.4% | +13.2% | +22.8% |
| 1Y | +36.3% | +16.8% | +19.5% | +29.0% |
| 3Y | +13.2% | +35.8% | -22.6% | -0.2% |
| All | +36.7% | +6.7% | +30.0% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling