+9.0%
DUOL vs HRB
+122.3%
-113.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.5% | +1.2% | -3.4% |
| 7D | -7.8% | -9.1% | +1.3% | -5.3% |
| 30D | +11.8% | +0.3% | +11.6% | +11.1% |
| 3M | +24.1% | +23.4% | +0.7% | +16.1% |
| 6M | +43.6% | +45.1% | -1.5% | +27.6% |
| YTD | -16.6% | +8.9% | -25.5% | -20.9% |
| 1Y | -46.0% | -7.9% | -38.1% | -47.1% |
| 3Y | -6.5% | +27.9% | -34.4% | -17.3% |
| 5Y | -7.4% | +108.3% | -115.7% | -22.4% |
| All | +9.0% | +122.3% | -113.2% | -6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling