+67.3%
DVN vs PNC
+279.5%
-212.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | +4.5% | -0.6% | +5.1% | +5.0% |
| 30D | +12.0% | -4.4% | +16.4% | +15.7% |
| 3M | +13.4% | +5.2% | +8.2% | +7.9% |
| 6M | +12.1% | +20.6% | -8.5% | -5.7% |
| YTD | +38.8% | +19.8% | +19.1% | +16.2% |
| 1Y | +46.0% | +24.4% | +21.6% | +17.8% |
| 3Y | +9.5% | +131.2% | -121.7% | -50.3% |
| 5Y | +125.3% | +53.1% | +72.2% | +41.7% |
| All | +67.3% | +279.5% | -212.2% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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