-49.1%
DUOL vs BAM
-12.6%
-36.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -3.7% |
| 7D | -11.8% | -3.9% | -7.9% | -9.9% |
| 30D | +1.5% | -8.8% | +10.3% | +6.4% |
| 3M | +18.1% | +2.2% | +15.9% | +15.6% |
| 6M | +38.7% | +5.9% | +32.7% | +31.1% |
| YTD | -20.7% | -6.1% | -14.6% | -19.4% |
| 1Y | -49.1% | -11.6% | -37.5% | -46.4% |
| All | -49.1% | -12.6% | -36.5% | -46.4% |
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