+8.1%
DUOL vs BUD
+21.5%
-13.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.3% |
| 7D | -8.6% | -3.2% | -5.4% | -8.0% |
| 30D | +7.2% | -3.7% | +10.8% | +8.0% |
| 3M | +19.1% | -4.4% | +23.5% | +20.0% |
| 6M | +52.5% | +7.7% | +44.8% | +49.4% |
| YTD | -17.3% | +23.1% | -40.3% | -22.1% |
| 1Y | -49.2% | +33.6% | -82.9% | -53.3% |
| 3Y | -7.3% | +44.7% | -52.0% | -18.6% |
| 5Y | -16.3% | +44.9% | -61.2% | -27.4% |
| All | +8.1% | +21.5% | -13.4% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling