+9.5%
DVN vs RMD
+49.9%
-40.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +4.5% | -4.4% | +8.9% | +4.9% |
| 30D | +12.0% | -3.1% | +15.1% | +12.2% |
| 3M | +13.4% | +13.8% | -0.4% | +11.8% |
| 6M | +12.1% | -8.6% | +20.7% | +13.4% |
| YTD | +38.8% | -8.6% | +47.5% | +40.3% |
| 1Y | +46.0% | -19.7% | +65.7% | +50.2% |
| 3Y | +9.5% | +48.4% | -38.9% | +2.1% |
| All | +9.5% | +49.9% | -40.4% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling