+120.5%
DVN vs URA
+132.7%
-12.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.5% |
| 7D | -0.1% | +5.7% | -5.8% | -1.5% |
| 30D | +8.0% | +5.6% | +2.4% | +6.2% |
| 3M | +11.9% | +6.2% | +5.7% | +8.9% |
| 6M | +10.6% | -8.2% | +18.9% | +10.1% |
| YTD | +35.4% | +9.7% | +25.7% | +24.7% |
| 1Y | +46.5% | +17.0% | +29.5% | +27.6% |
| 3Y | +3.0% | +118.5% | -115.5% | -37.9% |
| 5Y | +120.5% | +134.3% | -13.8% | +26.9% |
| All | +120.5% | +132.7% | -12.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling