+1,140.6%
DVN vs WELL
+19,558.2%
-18,417.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | +10.4% | +0.1% | +10.2% | +10.3% |
| 30D | -6.7% | +5.7% | -12.3% | -8.8% |
| 3M | +5.6% | +4.6% | +1.0% | +3.5% |
| 6M | +0.7% | +11.9% | -11.2% | -4.3% |
| YTD | +29.6% | +33.6% | -4.0% | +14.7% |
| 1Y | +36.3% | +29.8% | +6.6% | +21.9% |
| 3Y | +13.2% | +202.2% | -189.0% | -27.7% |
| 5Y | +38.6% | +223.2% | -184.6% | -15.0% |
| 10Y | +60.9% | +461.7% | -400.8% | -21.8% |
| All | +1,140.6% | +19,558.2% | -18,417.5% | +309.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling