+67.3%
DVN vs UUUU
+465.5%
-398.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.3% |
| 7D | +4.5% | -10.5% | +15.0% | +6.5% |
| 30D | +12.0% | -10.5% | +22.5% | +13.7% |
| 3M | +13.4% | -14.1% | +27.5% | +15.0% |
| 6M | +12.1% | -35.5% | +47.6% | +17.0% |
| YTD | +38.8% | -10.9% | +49.8% | +31.5% |
| 1Y | +46.0% | +3.4% | +42.7% | +28.2% |
| 3Y | +9.5% | +73.1% | -63.6% | -23.0% |
| 5Y | +125.3% | +87.1% | +38.1% | +44.4% |
| All | +67.3% | +465.5% | -398.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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