-15.6%
DUOL vs BAM
-1.5%
-14.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -2.8% |
| 7D | +0.3% | -2.0% | +2.3% | +1.3% |
| 30D | +12.4% | +13.7% | -1.3% | +6.2% |
| 3M | +16.9% | -4.8% | +21.7% | +19.8% |
| 6M | +48.5% | +7.6% | +40.9% | +42.0% |
| YTD | -10.3% | +1.2% | -11.5% | -12.7% |
| 1Y | -15.6% | -2.3% | -13.4% | -16.6% |
| All | -15.6% | -1.5% | -14.1% | -16.6% |
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