Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DUOL vs PFG✓SelectedUSD · PFGDUOL vs PFG performance historyLatest closeAs of-2.75%09/04
Stock and ETF performance explorer

DUOL vs PFG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-43.4%
PFG return
+51.4%
Excess return
-94.7%
Maximum drawdown
-74.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioPFGExcessAlpha
1D-2.7%-1.5%-1.2%-2.1%
7D+5.1%+5.5%-0.4%+2.7%
30D+14.1%+2.4%+11.8%+13.0%
3M+41.5%+13.6%+27.9%+34.6%
6M+60.6%+27.9%+32.7%+45.1%
YTD-12.0%+35.6%-47.5%-20.1%
1Y-43.4%+48.5%-91.8%-49.4%
All-43.4%+51.4%-94.7%-49.4%

Cumulative growth

Daily Returns

Daily percentage return beside PFG.

Daily Out/Under-Performance

Portfolio return minus PFG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…

1y analysis · Full analysis span regression · 6 months rolling