-64.8%
AVTR vs DUOL
-15.6%
-49.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.5% |
| 7D | -2.0% | -8.6% | +6.6% | -1.1% |
| 30D | +8.1% | +7.2% | +0.9% | +7.0% |
| 3M | +54.2% | +19.1% | +35.1% | +50.6% |
| 6M | +82.6% | +52.5% | +30.1% | +73.2% |
| YTD | +29.8% | -17.3% | +47.1% | +30.6% |
| 1Y | +18.0% | -49.2% | +67.2% | +23.9% |
| 3Y | -26.4% | -7.3% | -19.2% | -30.1% |
| 5Y | -64.8% | -16.3% | -48.6% | -69.0% |
| All | -64.8% | -15.6% | -49.3% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling