+19.5%
DLTR vs DUOL
-1.5%
+21.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.9% | +0.3% | -4.1% |
| 7D | -10.2% | -11.8% | +1.5% | -9.3% |
| 30D | -8.5% | +1.5% | -10.0% | -8.6% |
| 3M | +5.6% | +18.1% | -12.6% | +3.8% |
| 6M | +2.2% | +38.7% | -36.5% | -1.1% |
| YTD | -3.8% | -20.7% | +16.9% | -2.8% |
| 1Y | +22.9% | -49.1% | +72.0% | +28.1% |
| 3Y | +2.0% | -11.0% | +13.1% | -0.9% |
| 5Y | +29.8% | -18.0% | +47.8% | +16.7% |
| All | +19.5% | -1.5% | +21.1% | +0.5% |
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