+9.0%
DVN vs WU
-29.2%
+38.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | +2.5% | -5.0% | +7.5% | +3.3% |
| 30D | +10.2% | -2.3% | +12.4% | +10.4% |
| 3M | +8.1% | -3.2% | +11.3% | +7.2% |
| 6M | +15.9% | -25.0% | +40.9% | +21.9% |
| YTD | +38.2% | -21.7% | +59.9% | +43.3% |
| 1Y | +44.5% | -9.0% | +53.4% | +41.9% |
| All | +9.0% | -29.2% | +38.2% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling