+55.3%
DVN vs URI
+1,246.1%
-1,190.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.2% | -0.6% | +1.1% |
| 7D | +1.9% | +2.6% | -0.7% | 0.0% |
| 30D | -8.2% | +9.1% | -17.3% | -13.3% |
| 3M | -0.3% | +1.0% | -1.3% | -2.4% |
| 6M | -2.5% | +23.3% | -25.8% | -17.2% |
| YTD | +25.0% | +43.3% | -18.3% | -8.3% |
| 1Y | +31.1% | +35.9% | -4.8% | -0.9% |
| 3Y | +8.7% | +158.6% | -149.9% | -51.4% |
| 5Y | +33.3% | +213.1% | -179.8% | -51.9% |
| 10Y | +55.3% | +1,213.1% | -1,157.8% | -82.6% |
| All | +55.3% | +1,246.1% | -1,190.9% | -82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling