+67.3%
DVN vs PRU
+140.2%
-73.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | -0.1% |
| 7D | +4.5% | -2.3% | +6.8% | +6.4% |
| 30D | +12.0% | -1.7% | +13.7% | +13.1% |
| 3M | +13.4% | +13.2% | +0.2% | +1.7% |
| 6M | +12.1% | +28.8% | -16.7% | -10.6% |
| YTD | +38.8% | +9.8% | +29.0% | +24.7% |
| 1Y | +46.0% | +17.4% | +28.7% | +23.5% |
| 3Y | +9.5% | +44.9% | -35.4% | -24.7% |
| 5Y | +125.3% | +46.6% | +78.6% | +49.7% |
| All | +67.3% | +140.2% | -73.0% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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