+203.8%
DHR vs DVN
+69.2%
+134.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -3.6% | +4.5% | -8.1% | -4.1% |
| 30D | -2.7% | +12.0% | -14.7% | -3.9% |
| 3M | +10.9% | +13.4% | -2.5% | +9.3% |
| 6M | +3.0% | +12.1% | -9.1% | +1.2% |
| YTD | -12.2% | +38.8% | -51.0% | -16.0% |
| 1Y | +3.3% | +46.0% | -42.7% | -1.8% |
| 3Y | -8.2% | +9.5% | -17.7% | -11.1% |
| 5Y | -29.9% | +125.3% | -155.2% | -36.9% |
| All | +203.8% | +69.2% | +134.6% | +155.3% |
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