+9.0%
DVN vs HAL
-7.2%
+16.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +4.1% |
| 7D | +2.5% | -3.3% | +5.8% | +4.8% |
| 30D | +10.2% | +7.2% | +3.0% | +4.7% |
| 3M | +8.1% | -8.8% | +16.9% | +14.7% |
| 6M | +15.9% | +3.0% | +12.9% | +12.6% |
| YTD | +38.2% | +29.4% | +8.8% | +13.1% |
| 1Y | +44.5% | +62.8% | -18.4% | -1.7% |
| All | +9.0% | -7.2% | +16.3% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling