+23.1%
DUOL vs BUD
+32.7%
-9.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +4.8% |
| 7D | +3.0% | +1.0% | +2.0% | +2.8% |
| 30D | +18.3% | +6.7% | +11.6% | +16.8% |
| 3M | +14.7% | +5.7% | +9.0% | +13.4% |
| 6M | +57.5% | +5.8% | +51.7% | +55.4% |
| YTD | -5.8% | +34.4% | -40.2% | -12.8% |
| 1Y | -11.4% | +33.3% | -44.7% | -17.9% |
| 3Y | -22.5% | +48.8% | -71.3% | -31.7% |
| 5Y | +6.6% | +52.5% | -45.9% | -9.7% |
| All | +23.1% | +32.7% | -9.6% | -0.4% |
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