+236.7%
INTU vs DVN
+61.6%
+175.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.3% |
| 7D | +0.1% | +10.4% | -10.3% | -1.5% |
| 30D | +10.1% | -6.7% | +16.8% | +11.0% |
| 3M | -4.2% | +5.6% | -9.8% | -5.5% |
| 6M | -7.2% | +0.7% | -7.9% | -7.8% |
| YTD | -47.7% | +29.6% | -77.3% | -50.4% |
| 1Y | -46.7% | +36.3% | -83.0% | -49.9% |
| 3Y | -34.1% | +13.2% | -47.2% | -37.2% |
| 5Y | -43.3% | +38.6% | -81.9% | -48.8% |
| All | +236.7% | +61.6% | +175.1% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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