+9.5%
DVN vs DHI
+21.1%
-11.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | +4.5% | -3.4% | +7.9% | +4.8% |
| 30D | +12.0% | -5.4% | +17.4% | +12.4% |
| 3M | +13.4% | -10.4% | +23.8% | +14.3% |
| 6M | +12.1% | -2.8% | +14.9% | +11.1% |
| YTD | +38.8% | -3.4% | +42.2% | +37.4% |
| 1Y | +46.0% | -22.9% | +68.9% | +50.6% |
| 3Y | +9.5% | +20.7% | -11.2% | +0.6% |
| All | +9.5% | +21.1% | -11.6% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling