+67.3%
DVN vs HAL
+4.5%
+62.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +1.0% |
| 7D | +4.5% | -3.3% | +7.8% | +7.4% |
| 30D | +12.0% | +8.2% | +3.8% | +4.5% |
| 3M | +13.4% | -9.4% | +22.8% | +22.3% |
| 6M | +12.1% | +0.6% | +11.5% | +9.9% |
| YTD | +38.8% | +28.6% | +10.3% | +9.3% |
| 1Y | +46.0% | +63.9% | -17.9% | -8.3% |
| 3Y | +9.5% | -7.1% | +16.6% | +9.1% |
| 5Y | +125.3% | +102.3% | +22.9% | +8.0% |
| All | +67.3% | +4.5% | +62.7% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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