+13.2%
DVN vs NDAQ
+117.7%
-104.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | +10.4% | +1.3% | +9.1% | +10.1% |
| 30D | -6.7% | +18.0% | -24.6% | -10.0% |
| 3M | +5.6% | +11.5% | -5.9% | +3.1% |
| 6M | +0.7% | +21.1% | -20.4% | -4.0% |
| YTD | +29.6% | +12.8% | +16.8% | +26.5% |
| 1Y | +36.3% | +25.7% | +10.6% | +25.7% |
| 3Y | +13.2% | +116.8% | -103.7% | -13.7% |
| All | +13.2% | +117.7% | -104.5% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling