+1,180.8%
DVN vs TECH
+100,886.2%
-99,705.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +12.6% | +0.1% | +12.5% | +12.6% |
| 3M | +8.1% | +37.5% | -29.4% | +3.3% |
| 6M | +10.2% | +34.6% | -24.4% | +4.9% |
| YTD | +33.8% | +23.5% | +10.3% | +28.5% |
| 1Y | +43.9% | +34.4% | +9.5% | +36.3% |
| 3Y | +1.7% | +2.3% | -0.5% | -1.5% |
| 5Y | +119.6% | -41.7% | +161.3% | +125.6% |
| 10Y | +53.7% | +177.6% | -123.9% | +32.0% |
| All | +1,180.8% | +100,886.2% | -99,705.4% | +908.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling