+46.0%
DVN vs WELL
+42.1%
+3.9%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | +4.5% | -0.2% | +4.7% | +4.5% |
| 30D | +12.0% | +2.3% | +9.6% | +12.0% |
| 3M | +13.4% | +12.3% | +1.1% | +13.7% |
| 6M | +12.1% | +15.6% | -3.5% | +12.5% |
| YTD | +38.8% | +28.3% | +10.5% | +37.1% |
| 1Y | +46.0% | +41.9% | +4.1% | +39.0% |
| All | +46.0% | +42.1% | +3.9% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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