-16.3%
DUOL vs HRB
+109.9%
-126.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.4% |
| 7D | -8.6% | -12.2% | +3.6% | -5.0% |
| 30D | +7.2% | -3.0% | +10.1% | +7.5% |
| 3M | +19.1% | +21.7% | -2.6% | +11.7% |
| 6M | +52.5% | +52.3% | +0.2% | +33.3% |
| YTD | -17.3% | +6.5% | -23.8% | -21.0% |
| 1Y | -49.2% | -6.7% | -42.6% | -50.2% |
| 3Y | -7.3% | +25.1% | -32.4% | -18.0% |
| 5Y | -16.3% | +113.8% | -130.0% | -28.8% |
| All | -16.3% | +109.9% | -126.1% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling