+1.7%
DVN vs URI
+126.5%
-124.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -1.3% | +2.5% | -3.9% | -1.9% |
| 30D | +12.6% | -12.5% | +25.2% | +16.2% |
| 3M | +8.1% | -6.2% | +14.3% | +9.0% |
| 6M | +10.2% | +25.9% | -15.7% | +0.7% |
| YTD | +33.8% | +26.2% | +7.6% | +20.6% |
| 1Y | +43.9% | +5.5% | +38.4% | +38.2% |
| 3Y | +1.7% | +125.0% | -123.2% | -26.8% |
| All | +1.7% | +126.5% | -124.7% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling