+39.0%
DVN vs TROW
+17.3%
+21.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.0% | -13.3% | -5.4% |
| 7D | -13.9% | +8.2% | -22.2% | -11.6% |
| 30D | -8.0% | +8.3% | -16.4% | -5.4% |
| 3M | +0.8% | -1.6% | +2.4% | +1.2% |
| 6M | -12.8% | +11.9% | -24.6% | -10.4% |
| YTD | +22.7% | +14.3% | +8.4% | +26.6% |
| 1Y | +39.0% | +17.0% | +22.0% | +42.0% |
| All | +39.0% | +17.3% | +21.7% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling