+67.3%
DVN vs RMD
+274.3%
-207.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +4.5% | -4.4% | +8.9% | +5.7% |
| 30D | +12.0% | -3.1% | +15.1% | +12.7% |
| 3M | +13.4% | +13.8% | -0.4% | +8.8% |
| 6M | +12.1% | -8.6% | +20.7% | +13.7% |
| YTD | +38.8% | -8.6% | +47.5% | +40.5% |
| 1Y | +46.0% | -19.7% | +65.7% | +53.1% |
| 3Y | +9.5% | +48.4% | -38.9% | -8.0% |
| 5Y | +125.3% | -22.7% | +148.0% | +129.5% |
| All | +67.3% | +274.3% | -207.1% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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