+34.6%
DVN vs USB
+31.5%
+3.2%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.8% |
| 7D | +7.8% | +1.2% | +6.6% | +8.0% |
| 30D | -7.9% | +6.3% | -14.2% | -7.2% |
| 3M | +3.7% | -6.1% | +9.8% | +3.0% |
| 6M | +0.2% | +13.0% | -12.8% | +1.3% |
| YTD | +28.6% | +16.6% | +12.0% | +28.5% |
| 1Y | +34.6% | +31.1% | +3.5% | +27.9% |
| All | +34.6% | +31.5% | +3.2% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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