+7.0%
DUOL vs MDY
+48.4%
-41.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.0% |
| 7D | -7.0% | -1.9% | -5.1% | -4.9% |
| 30D | +6.7% | -4.6% | +11.4% | +12.4% |
| 3M | +16.0% | -1.2% | +17.2% | +16.6% |
| 6M | +45.4% | +9.2% | +36.2% | +27.4% |
| YTD | -18.1% | +13.1% | -31.2% | -31.6% |
| 1Y | -53.6% | +13.0% | -66.6% | -61.0% |
| 3Y | -11.0% | +49.2% | -60.2% | -47.5% |
| 5Y | -17.1% | +47.2% | -64.4% | -49.3% |
| All | +7.0% | +48.4% | -41.3% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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