+120.5%
DVN vs WELL
+211.0%
-90.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -0.1% | -1.1% | +1.0% | +0.2% |
| 30D | +8.0% | +0.7% | +7.2% | +7.7% |
| 3M | +11.9% | +14.5% | -2.6% | +8.3% |
| 6M | +10.6% | +14.4% | -3.8% | +6.6% |
| YTD | +35.4% | +28.5% | +6.9% | +26.3% |
| 1Y | +46.5% | +41.8% | +4.7% | +32.7% |
| 3Y | +3.0% | +202.8% | -199.9% | -28.0% |
| 5Y | +120.5% | +208.8% | -88.3% | +56.5% |
| All | +120.5% | +211.0% | -90.5% | +56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling