+134,607.8%
UNH vs DVN
+1,184.0%
+133,423.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.1% |
| 7D | -1.7% | -0.1% | -1.5% | -1.6% |
| 30D | -3.8% | +8.0% | -11.8% | -5.1% |
| 3M | -4.3% | +11.9% | -16.2% | -6.3% |
| 6M | +38.6% | +10.6% | +28.0% | +35.5% |
| YTD | +20.7% | +35.4% | -14.7% | +13.9% |
| 1Y | +16.0% | +46.5% | -30.5% | +7.8% |
| 3Y | -13.5% | +3.0% | -16.4% | -16.5% |
| 5Y | +3.5% | +120.5% | -117.0% | -15.6% |
| 10Y | +245.3% | +62.5% | +182.9% | +160.0% |
| All | +134,607.8% | +1,184.0% | +133,423.7% | +66,111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling