-43.4%
DUOL vs BAM
-8.8%
-34.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.4% | -3.0% |
| 7D | +5.1% | -2.0% | +7.1% | +5.9% |
| 30D | +14.1% | -2.9% | +17.1% | +15.6% |
| 3M | +41.5% | +9.4% | +32.1% | +33.6% |
| 6M | +60.6% | +10.8% | +49.9% | +48.8% |
| YTD | -12.0% | -0.4% | -11.5% | -13.3% |
| 1Y | -43.4% | -10.9% | -32.5% | -40.5% |
| All | -43.4% | -8.8% | -34.5% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling