+67.3%
DVN vs NDAQ
+368.2%
-301.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | +4.5% | -5.6% | +10.1% | +7.3% |
| 30D | +12.0% | -4.4% | +16.3% | +14.2% |
| 3M | +13.4% | +5.9% | +7.5% | +9.0% |
| 6M | +12.1% | +7.7% | +4.4% | +6.0% |
| YTD | +38.8% | -5.2% | +44.0% | +38.9% |
| 1Y | +46.0% | -3.4% | +49.4% | +44.1% |
| 3Y | +9.5% | +85.6% | -76.1% | -26.3% |
| 5Y | +125.3% | +49.5% | +75.8% | +68.1% |
| All | +67.3% | +368.2% | -301.0% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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