+46.0%
DVN vs HLT
+12.2%
+33.9%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.5% | -1.6% | +6.1% | +4.1% |
| 30D | +12.0% | -5.0% | +17.0% | +10.5% |
| 3M | +13.4% | -10.4% | +23.8% | +10.9% |
| 6M | +12.1% | +3.2% | +8.9% | +9.9% |
| YTD | +38.8% | +6.7% | +32.1% | +34.2% |
| 1Y | +46.0% | +10.3% | +35.8% | +36.5% |
| All | +46.0% | +12.2% | +33.9% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 1y: compounded portfolio wealth divided by compounded HLT 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…
1y analysis · Full analysis span regression · 6 months rolling