+494.4%
TEAM vs DVN
+69.2%
+425.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | +4.5% | -9.7% | -5.8% |
| 30D | +15.8% | +12.0% | +3.8% | +14.0% |
| 3M | +101.5% | +13.4% | +88.1% | +97.6% |
| 6M | +138.2% | +12.1% | +126.1% | +133.3% |
| YTD | +10.8% | +38.8% | -28.0% | +5.1% |
| 1Y | +1.7% | +46.0% | -44.3% | -4.4% |
| 3Y | -16.0% | +9.5% | -25.5% | -18.9% |
| 5Y | -52.7% | +125.3% | -178.0% | -56.9% |
| All | +494.4% | +69.2% | +425.2% | +430.4% |
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