+39.0%
DVN vs URI
+33.3%
+5.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.4% | -3.0% | -7.4% |
| 7D | -13.9% | -4.3% | -9.6% | -14.0% |
| 30D | -8.0% | +4.6% | -12.7% | -7.8% |
| 3M | +0.8% | -2.1% | +2.9% | +1.1% |
| 6M | -12.8% | +21.9% | -34.7% | -13.0% |
| YTD | +22.7% | +39.7% | -17.0% | +20.5% |
| 1Y | +39.0% | +32.9% | +6.1% | +38.8% |
| All | +39.0% | +33.3% | +5.7% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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