+47.6%
BEN vs DUOL
+1.6%
+46.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -3.1% | -7.0% | +3.9% | -2.4% |
| 30D | +0.2% | +6.7% | -6.5% | -0.8% |
| 3M | +6.8% | +16.0% | -9.2% | +4.4% |
| 6M | +38.1% | +45.4% | -7.3% | +31.0% |
| YTD | +44.3% | -18.1% | +62.5% | +45.5% |
| 1Y | +42.6% | -53.6% | +96.1% | +52.0% |
| 3Y | +52.3% | -11.0% | +63.3% | +45.0% |
| 5Y | +37.6% | -17.1% | +54.8% | +18.4% |
| All | +47.6% | +1.6% | +46.0% | +29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling