+74.7%
DVN vs EQH
+234.7%
-160.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.5% |
| 7D | +4.5% | +0.7% | +3.8% | +4.0% |
| 30D | +12.0% | +2.8% | +9.1% | +9.3% |
| 3M | +13.4% | +23.1% | -9.7% | -3.4% |
| 6M | +12.1% | +41.4% | -29.3% | -15.6% |
| YTD | +38.8% | +14.3% | +24.6% | +19.9% |
| 1Y | +46.0% | +1.6% | +44.4% | +36.1% |
| 3Y | +9.5% | +102.7% | -93.2% | -42.9% |
| 5Y | +125.3% | +104.5% | +20.7% | +9.5% |
| All | +74.7% | +234.7% | -160.0% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling