+9.0%
DVN vs TRV
+141.6%
-132.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.0% |
| 7D | +2.5% | -1.5% | +4.0% | +2.9% |
| 30D | +10.2% | -1.8% | +12.0% | +10.6% |
| 3M | +8.1% | +21.6% | -13.5% | +2.2% |
| 6M | +15.9% | +22.5% | -6.6% | +9.1% |
| YTD | +38.2% | +28.1% | +10.1% | +28.2% |
| 1Y | +44.5% | +37.0% | +7.4% | +30.8% |
| All | +9.0% | +141.6% | -132.5% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling