+46.0%
DVN vs WU
-9.1%
+55.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.5% |
| 7D | +4.5% | -3.5% | +8.0% | +4.3% |
| 30D | +12.0% | -2.9% | +14.9% | +11.7% |
| 3M | +13.4% | -2.3% | +15.7% | +13.1% |
| 6M | +12.1% | -25.4% | +37.5% | +11.7% |
| YTD | +38.8% | -21.2% | +60.0% | +38.3% |
| 1Y | +46.0% | -8.9% | +54.9% | +44.4% |
| All | +46.0% | -9.1% | +55.1% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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