+1,223.7%
DVN vs TROW
+14,151.0%
-12,927.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +2.5% | -3.0% | +5.5% | +3.5% |
| 30D | +10.2% | -5.5% | +15.6% | +12.0% |
| 3M | +8.1% | +2.3% | +5.8% | +6.7% |
| 6M | +15.9% | +23.9% | -8.0% | +7.4% |
| YTD | +38.2% | +7.9% | +30.4% | +33.2% |
| 1Y | +44.5% | +6.1% | +38.4% | +39.7% |
| 3Y | +5.1% | +13.8% | -8.7% | -1.0% |
| 5Y | +124.3% | -38.2% | +162.5% | +148.9% |
| 10Y | +65.9% | +131.3% | -65.3% | +32.4% |
| All | +1,223.7% | +14,151.0% | -12,927.3% | +566.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling