+179.3%
HOOD vs DVN
+124.0%
+55.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.1% |
| 7D | +7.7% | -0.1% | +7.9% | +7.7% |
| 30D | +22.0% | +8.0% | +14.0% | +18.8% |
| 3M | +37.6% | +11.9% | +25.7% | +31.4% |
| 6M | +45.3% | +10.6% | +34.6% | +36.6% |
| YTD | +1.9% | +35.4% | -33.4% | -11.9% |
| 1Y | -2.7% | +46.5% | -49.2% | -19.1% |
| 3Y | +973.4% | +3.0% | +970.4% | +885.5% |
| 5Y | +179.3% | +120.5% | +58.7% | +84.7% |
| All | +179.3% | +124.0% | +55.3% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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