+9.5%
DVN vs HUBS
-58.2%
+67.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.4% |
| 7D | +4.5% | -9.0% | +13.5% | +5.3% |
| 30D | +12.0% | +7.2% | +4.7% | +10.9% |
| 3M | +13.4% | +20.9% | -7.5% | +9.9% |
| 6M | +12.1% | -13.0% | +25.1% | +11.8% |
| YTD | +38.8% | -43.8% | +82.7% | +48.2% |
| 1Y | +46.0% | -54.6% | +100.7% | +61.5% |
| 3Y | +9.5% | -58.5% | +68.0% | +21.3% |
| All | +9.5% | -58.2% | +67.7% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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