+107.2%
DUOL vs BAM
+71.9%
+35.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.4% | -1.8% | -3.2% |
| 7D | -7.8% | -1.6% | -6.2% | -6.9% |
| 30D | +11.8% | -6.0% | +17.8% | +15.8% |
| 3M | +24.1% | +7.3% | +16.8% | +17.9% |
| 6M | +43.6% | +8.2% | +35.4% | +34.7% |
| YTD | -16.6% | -3.8% | -12.7% | -15.9% |
| 1Y | -46.0% | -10.7% | -35.3% | -43.1% |
| 3Y | -6.5% | +55.3% | -61.8% | -29.7% |
| All | +107.2% | +71.9% | +35.3% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling