+124.3%
DVN vs RMD
-22.7%
+147.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +2.5% | -4.2% | +6.7% | +3.2% |
| 30D | +10.2% | -2.1% | +12.2% | +10.4% |
| 3M | +8.1% | +13.8% | -5.7% | +5.3% |
| 6M | +15.9% | -10.6% | +26.5% | +17.9% |
| YTD | +38.2% | -8.1% | +46.3% | +39.7% |
| 1Y | +44.5% | -18.0% | +62.4% | +49.2% |
| 3Y | +5.1% | +52.9% | -47.7% | -8.2% |
| 5Y | +124.3% | -22.3% | +146.6% | +100.6% |
| All | +124.3% | -22.7% | +147.0% | +100.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling