+1.7%
DVN vs HAS
+45.6%
-43.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.3% |
| 7D | -1.3% | -3.1% | +1.8% | -0.6% |
| 30D | +12.6% | -2.7% | +15.3% | +13.3% |
| 3M | +8.1% | +8.9% | -0.8% | +5.2% |
| 6M | +10.2% | -2.9% | +13.1% | +9.9% |
| YTD | +33.8% | +12.6% | +21.1% | +26.3% |
| 1Y | +43.9% | +17.5% | +26.4% | +33.5% |
| 3Y | +1.7% | +46.2% | -44.5% | -14.5% |
| All | +1.7% | +45.6% | -43.8% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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