+9.5%
DVN vs NI
+68.9%
-59.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.5% | 0.0% | +4.5% | +4.5% |
| 30D | +12.0% | -1.4% | +13.4% | +12.4% |
| 3M | +13.4% | -10.6% | +24.0% | +17.2% |
| 6M | +12.1% | -9.3% | +21.4% | +15.1% |
| YTD | +38.8% | +1.1% | +37.7% | +36.9% |
| 1Y | +46.0% | +3.4% | +42.7% | +42.6% |
| 3Y | +9.5% | +67.9% | -58.4% | -13.6% |
| All | +9.5% | +68.9% | -59.4% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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