+67.3%
DVN vs TECH
+189.9%
-122.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +4.5% | -0.4% | +4.9% | +4.6% |
| 30D | +12.0% | 0.0% | +12.0% | +12.0% |
| 3M | +13.4% | +33.7% | -20.3% | +4.1% |
| 6M | +12.1% | +34.9% | -22.8% | +0.9% |
| YTD | +38.8% | +23.2% | +15.7% | +27.7% |
| 1Y | +46.0% | +36.3% | +9.7% | +29.2% |
| 3Y | +9.5% | +2.3% | +7.2% | +1.0% |
| 5Y | +125.3% | -42.9% | +168.1% | +147.3% |
| All | +67.3% | +189.9% | -122.7% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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