+43.9%
DVN vs SUI
-5.1%
+49.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.6% |
| 7D | -1.3% | -3.1% | +1.8% | -1.4% |
| 30D | +12.6% | -2.3% | +14.9% | +12.4% |
| 3M | +8.1% | -2.8% | +10.9% | +8.3% |
| 6M | +10.2% | -12.4% | +22.5% | +11.1% |
| YTD | +33.8% | -3.3% | +37.1% | +32.4% |
| 1Y | +43.9% | -5.8% | +49.7% | +41.0% |
| All | +43.9% | -5.1% | +49.0% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling