+67.3%
DVN vs SPG
+64.5%
+2.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +4.5% | -1.2% | +5.7% | +5.2% |
| 30D | +12.0% | -6.1% | +18.1% | +16.3% |
| 3M | +13.4% | -3.6% | +17.0% | +15.4% |
| 6M | +12.1% | +10.4% | +1.7% | +3.5% |
| YTD | +38.8% | +14.4% | +24.5% | +24.9% |
| 1Y | +46.0% | +16.5% | +29.5% | +29.7% |
| 3Y | +9.5% | +106.8% | -97.3% | -34.2% |
| 5Y | +125.3% | +108.9% | +16.4% | +31.2% |
| All | +67.3% | +64.5% | +2.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SPG 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling