+120.5%
DVN vs URI
+215.5%
-95.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.7% |
| 7D | -0.1% | +5.0% | -5.1% | -1.9% |
| 30D | +8.0% | -9.4% | +17.4% | +11.8% |
| 3M | +11.9% | -5.8% | +17.7% | +13.2% |
| 6M | +10.6% | +25.8% | -15.2% | -2.2% |
| YTD | +35.4% | +27.9% | +7.5% | +17.1% |
| 1Y | +46.5% | +9.7% | +36.7% | +34.9% |
| 3Y | +3.0% | +128.0% | -125.0% | -37.1% |
| 5Y | +120.5% | +212.4% | -91.9% | +6.3% |
| All | +120.5% | +215.5% | -95.0% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling