+67.3%
DVN vs DHI
+414.5%
-347.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.1% |
| 7D | +4.5% | -3.4% | +7.9% | +5.6% |
| 30D | +12.0% | -5.4% | +17.4% | +13.6% |
| 3M | +13.4% | -10.4% | +23.8% | +16.1% |
| 6M | +12.1% | -2.8% | +14.9% | +10.4% |
| YTD | +38.8% | -3.4% | +42.2% | +36.4% |
| 1Y | +46.0% | -22.9% | +68.9% | +54.2% |
| 3Y | +9.5% | +20.7% | -11.2% | -6.3% |
| 5Y | +125.3% | +62.1% | +63.1% | +63.7% |
| All | +67.3% | +414.5% | -347.3% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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