-11.0%
DUOL vs HRB
+25.9%
-36.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | -7.0% | -8.0% | +1.1% | -4.4% |
| 30D | +6.7% | -16.0% | +22.7% | +12.8% |
| 3M | +16.0% | +26.9% | -10.8% | +6.3% |
| 6M | +45.4% | +51.1% | -5.7% | +24.7% |
| YTD | -18.1% | +7.1% | -25.2% | -23.4% |
| 1Y | -53.6% | -9.6% | -43.9% | -55.1% |
| 3Y | -11.0% | +25.4% | -36.4% | -42.2% |
| All | -11.0% | +25.9% | -36.8% | -42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling