+15.0%
DUOL vs BUD
+25.7%
-10.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +5.1% | +0.3% | +4.8% | +5.0% |
| 30D | +14.1% | -5.7% | +19.8% | +15.4% |
| 3M | +41.5% | +3.1% | +38.4% | +40.5% |
| 6M | +60.6% | +7.9% | +52.7% | +57.3% |
| YTD | -12.0% | +27.3% | -39.3% | -17.7% |
| 1Y | -43.4% | +37.8% | -81.2% | -48.3% |
| 3Y | +3.7% | +49.8% | -46.1% | -9.6% |
| 5Y | -5.3% | +43.8% | -49.1% | -19.8% |
| All | +15.0% | +25.7% | -10.7% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling