+9.5%
DVN vs WY
-24.8%
+34.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +4.5% | -4.2% | +8.7% | +5.8% |
| 30D | +12.0% | -10.1% | +22.1% | +15.4% |
| 3M | +13.4% | -8.5% | +21.9% | +15.8% |
| 6M | +12.1% | -3.3% | +15.4% | +11.0% |
| YTD | +38.8% | -4.4% | +43.2% | +37.3% |
| 1Y | +46.0% | -11.5% | +57.5% | +49.6% |
| 3Y | +9.5% | -24.3% | +33.8% | +17.9% |
| All | +9.5% | -24.8% | +34.3% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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