+126.6%
AAPL vs DUOL
+9.2%
+117.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -2.2% |
| 7D | +0.1% | +5.1% | -5.0% | -0.5% |
| 30D | +3.0% | +14.1% | -11.2% | +1.1% |
| 3M | +2.9% | +41.5% | -38.6% | -1.7% |
| 6M | +22.1% | +60.6% | -38.5% | +14.2% |
| YTD | +18.0% | -12.0% | +30.0% | +18.3% |
| 1Y | +33.9% | -43.4% | +77.3% | +40.4% |
| 3Y | +71.2% | +3.7% | +67.4% | +58.6% |
| 5Y | +112.6% | -5.3% | +117.9% | +79.2% |
| All | +126.6% | +9.2% | +117.4% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 all: compounded portfolio wealth divided by compounded DUOL 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…
all analysis · Full analysis span regression · 6 months rolling