+118.6%
DVN vs WU
-51.3%
+170.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +4.5% | -3.5% | +8.0% | +5.3% |
| 30D | +12.0% | -2.9% | +14.9% | +12.5% |
| 3M | +13.4% | -2.3% | +15.7% | +12.2% |
| 6M | +12.1% | -25.4% | +37.5% | +19.3% |
| YTD | +38.8% | -21.2% | +60.0% | +45.0% |
| 1Y | +46.0% | -8.9% | +54.9% | +44.5% |
| 3Y | +9.5% | -29.0% | +38.5% | +15.2% |
| All | +118.6% | -51.3% | +170.0% | +192.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling