+272.2%
PLD vs DVN
+52.8%
+219.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.5% |
| 7D | -1.0% | +1.9% | -2.9% | -1.3% |
| 30D | -1.8% | -8.2% | +6.3% | -0.8% |
| 3M | -6.0% | -0.3% | -5.7% | -6.3% |
| 6M | -8.4% | -2.5% | -5.9% | -8.6% |
| YTD | +4.2% | +25.0% | -20.8% | -0.3% |
| 1Y | +6.2% | +31.1% | -24.9% | +0.8% |
| 3Y | +37.0% | +8.7% | +28.3% | +31.9% |
| 5Y | +1.2% | +33.3% | -32.1% | -6.9% |
| 10Y | +272.2% | +55.3% | +216.9% | +187.1% |
| All | +272.2% | +52.8% | +219.4% | +187.1% |
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