+118.6%
DVN vs NVT
+419.5%
-300.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | -0.8% |
| 7D | +4.5% | +4.1% | +0.4% | +3.3% |
| 30D | +12.0% | -5.1% | +17.1% | +13.2% |
| 3M | +13.4% | -1.2% | +14.6% | +12.4% |
| 6M | +12.1% | +46.6% | -34.5% | -4.2% |
| YTD | +38.8% | +60.0% | -21.2% | +14.0% |
| 1Y | +46.0% | +70.8% | -24.8% | +15.3% |
| 3Y | +9.5% | +187.5% | -178.1% | -37.8% |
| All | +118.6% | +419.5% | -300.9% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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