-7.4%
DUOL vs EXR
-10.8%
+3.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.1% | -5.2% | -5.2% |
| 7D | -7.8% | -0.7% | -7.1% | -7.5% |
| 30D | +11.8% | -6.9% | +18.8% | +15.5% |
| 3M | +24.1% | -3.0% | +27.1% | +25.9% |
| 6M | +43.6% | -2.9% | +46.6% | +44.7% |
| YTD | -16.6% | +9.3% | -25.9% | -21.4% |
| 1Y | -46.0% | -0.9% | -45.1% | -46.5% |
| 3Y | -6.5% | +24.7% | -31.2% | -21.2% |
| 5Y | -7.4% | -11.7% | +4.3% | -14.1% |
| All | -7.4% | -10.8% | +3.4% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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