+5.0%
DVN vs USB
+102.0%
-97.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -8.8% | +1.4% | -10.3% | -9.4% |
| 30D | -10.0% | +6.4% | -16.5% | -12.4% |
| 3M | -3.7% | -4.5% | +0.8% | -2.2% |
| 6M | -3.5% | +11.4% | -14.9% | -8.9% |
| YTD | +20.8% | +17.1% | +3.7% | +10.1% |
| 1Y | +31.2% | +32.6% | -1.4% | +11.6% |
| 3Y | +5.0% | +101.8% | -96.8% | -26.6% |
| All | +5.0% | +102.0% | -97.0% | -26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling