+7.0%
DUOL vs HRB
+118.6%
-111.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | -7.0% | -8.0% | +1.1% | -4.7% |
| 30D | +6.7% | -16.0% | +22.7% | +12.0% |
| 3M | +16.0% | +26.9% | -10.8% | +7.8% |
| 6M | +45.4% | +51.1% | -5.7% | +27.8% |
| YTD | -18.1% | +7.1% | -25.2% | -21.9% |
| 1Y | -53.6% | -9.6% | -43.9% | -54.2% |
| 3Y | -11.0% | +25.4% | -36.4% | -20.8% |
| 5Y | -17.1% | +114.9% | -132.0% | -27.6% |
| All | +7.0% | +118.6% | -111.5% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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