+120.5%
DVN vs HAS
+10.8%
+109.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.6% |
| 7D | -0.1% | -4.8% | +4.7% | +1.3% |
| 30D | +8.0% | -5.1% | +13.1% | +9.5% |
| 3M | +11.9% | +6.4% | +5.5% | +9.1% |
| 6M | +10.6% | -5.6% | +16.3% | +11.2% |
| YTD | +35.4% | +11.0% | +24.4% | +27.9% |
| 1Y | +46.5% | +16.8% | +29.7% | +35.5% |
| 3Y | +3.0% | +44.0% | -41.1% | -13.5% |
| 5Y | +120.5% | +11.0% | +109.5% | +118.9% |
| All | +120.5% | +10.8% | +109.7% | +118.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling