+53.7%
DVN vs SUI
+104.3%
-50.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | -1.3% | -3.1% | +1.8% | -0.4% |
| 30D | +12.6% | -2.3% | +14.9% | +13.3% |
| 3M | +8.1% | -2.8% | +10.9% | +8.9% |
| 6M | +10.2% | -12.4% | +22.5% | +14.1% |
| YTD | +33.8% | -3.3% | +37.1% | +34.2% |
| 1Y | +43.9% | -5.8% | +49.7% | +45.3% |
| 3Y | +1.7% | +12.5% | -10.7% | -4.7% |
| 5Y | +119.6% | -32.9% | +152.5% | +141.0% |
| 10Y | +53.7% | +104.4% | -50.7% | +58.2% |
| All | +53.7% | +104.3% | -50.6% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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