+60.3%
DVN vs SOLS
+17.0%
+43.3%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | +4.5% | -3.5% | +8.0% | +4.4% |
| 30D | +12.0% | -1.0% | +12.9% | +11.9% |
| 3M | +13.4% | -24.1% | +37.5% | +13.5% |
| 6M | +12.1% | -18.0% | +30.1% | +12.2% |
| YTD | +38.8% | +27.1% | +11.8% | +38.4% |
| All | +60.3% | +17.0% | +43.3% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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