+46.0%
DVN vs RMD
-18.7%
+64.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +4.5% | -4.4% | +8.9% | +4.1% |
| 30D | +12.0% | -3.1% | +15.1% | +11.7% |
| 3M | +13.4% | +13.8% | -0.4% | +14.5% |
| 6M | +12.1% | -8.6% | +20.7% | +15.6% |
| YTD | +38.8% | -8.6% | +47.5% | +42.0% |
| 1Y | +46.0% | -19.7% | +65.7% | +54.9% |
| All | +46.0% | -18.7% | +64.7% | +54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling