+67.3%
DVN vs SPXU
-99.6%
+166.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | -0.6% |
| 7D | +4.5% | +2.5% | +2.0% | +5.6% |
| 30D | +12.0% | +4.2% | +7.8% | +13.9% |
| 3M | +13.4% | -9.3% | +22.7% | +8.6% |
| 6M | +12.1% | -30.7% | +42.8% | -5.0% |
| YTD | +38.8% | -28.1% | +67.0% | +19.9% |
| 1Y | +46.0% | -35.2% | +81.3% | +21.0% |
| 3Y | +9.5% | -79.9% | +89.4% | -40.6% |
| 5Y | +125.3% | -86.4% | +211.7% | +24.9% |
| All | +67.3% | -99.6% | +166.8% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling