+7.0%
DUOL vs UUUU
+156.4%
-149.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.1% |
| 7D | -7.0% | -10.5% | +3.5% | -5.2% |
| 30D | +6.7% | -10.5% | +17.2% | +8.2% |
| 3M | +16.0% | -14.1% | +30.1% | +17.6% |
| 6M | +45.4% | -35.5% | +80.9% | +52.9% |
| YTD | -18.1% | -10.9% | -7.2% | -22.3% |
| 1Y | -53.6% | +3.4% | -56.9% | -59.2% |
| 3Y | -11.0% | +73.1% | -84.1% | -38.4% |
| 5Y | -17.1% | +87.1% | -104.3% | -49.6% |
| All | +7.0% | +156.4% | -149.4% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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