+67.3%
DVN vs HDB
+42.1%
+25.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.9% | -6.4% | -1.9% |
| 7D | +4.5% | +0.7% | +3.8% | +4.1% |
| 30D | +12.0% | +1.0% | +11.0% | +11.4% |
| 3M | +13.4% | -2.0% | +15.4% | +13.1% |
| 6M | +12.1% | -18.1% | +30.2% | +17.9% |
| YTD | +38.8% | -36.1% | +74.9% | +60.3% |
| 1Y | +46.0% | -34.0% | +80.1% | +66.0% |
| 3Y | +9.5% | -26.7% | +36.2% | +16.2% |
| 5Y | +125.3% | -33.9% | +159.1% | +144.7% |
| All | +67.3% | +42.1% | +25.2% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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