+118.6%
DVN vs UUUU
+79.1%
+39.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.1% |
| 7D | +4.5% | -10.5% | +15.0% | +6.0% |
| 30D | +12.0% | -10.5% | +22.5% | +13.2% |
| 3M | +13.4% | -14.1% | +27.5% | +14.6% |
| 6M | +12.1% | -35.5% | +47.6% | +15.9% |
| YTD | +38.8% | -10.9% | +49.8% | +32.3% |
| 1Y | +46.0% | +3.4% | +42.7% | +29.5% |
| 3Y | +9.5% | +73.1% | -63.6% | -21.9% |
| All | +118.6% | +79.1% | +39.5% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling