-0.3%
DVN vs SUI
+15.1%
-15.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.4% |
| 7D | -19.1% | +6.2% | -25.3% | -19.8% |
| 30D | -11.8% | +8.6% | -20.4% | -13.1% |
| 3M | -1.5% | +1.0% | -2.4% | -1.7% |
| 6M | -8.2% | -2.6% | -5.6% | -7.7% |
| YTD | +17.4% | -0.1% | +17.5% | +16.8% |
| 1Y | +33.5% | +0.5% | +33.0% | +32.6% |
| 3Y | -0.3% | +15.3% | -15.6% | -6.8% |
| All | -0.3% | +15.1% | -15.5% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling