+16.7%
DUOL vs EXR
+13.9%
+2.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +1.9% |
| 7D | +22.4% | +1.7% | +20.7% | +21.7% |
| 30D | +4.5% | +18.0% | -13.5% | -3.0% |
| 3M | +14.2% | +9.7% | +4.5% | +9.8% |
| 6M | +45.1% | +13.4% | +31.6% | +36.9% |
| YTD | -10.7% | +26.3% | -37.0% | -21.2% |
| 1Y | -18.7% | +27.6% | -46.3% | -28.7% |
| 3Y | -25.9% | +52.2% | -78.1% | -43.4% |
| 5Y | +5.8% | -1.1% | +6.9% | +2.0% |
| All | +16.7% | +13.9% | +2.8% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling