+9.0%
DUOL vs WCC
+263.6%
-254.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.5% | -7.7% | -6.0% |
| 7D | -7.8% | +8.5% | -16.3% | -10.1% |
| 30D | +11.8% | -1.0% | +12.8% | +11.5% |
| 3M | +24.1% | +2.1% | +22.0% | +20.8% |
| 6M | +43.6% | +36.8% | +6.8% | +23.2% |
| YTD | -16.6% | +47.7% | -64.3% | -31.3% |
| 1Y | -46.0% | +66.5% | -112.6% | -58.0% |
| 3Y | -6.5% | +134.2% | -140.6% | -40.3% |
| 5Y | -7.4% | +231.6% | -239.1% | -46.3% |
| All | +9.0% | +263.6% | -254.6% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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