+3.7%
DUOL vs AEE
+45.8%
-42.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.4% | -4.9% |
| 7D | -11.8% | +1.1% | -12.8% | -11.8% |
| 30D | +1.5% | 0.0% | +1.5% | +1.5% |
| 3M | +18.1% | -0.9% | +19.1% | +18.2% |
| 6M | +38.7% | -2.4% | +41.1% | +38.8% |
| YTD | -20.7% | +8.6% | -29.3% | -21.6% |
| 1Y | -49.1% | +10.2% | -59.2% | -49.7% |
| 3Y | -11.0% | +47.8% | -58.9% | -14.4% |
| 5Y | -18.0% | +40.1% | -58.1% | -20.0% |
| All | +3.7% | +45.8% | -42.1% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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