-16.3%
DUOL vs WU
-51.6%
+35.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.4% |
| 7D | -8.6% | -5.0% | -3.6% | -7.3% |
| 30D | +7.2% | -2.3% | +9.4% | +7.9% |
| 3M | +19.1% | -3.2% | +22.3% | +19.2% |
| 6M | +52.5% | -25.0% | +77.5% | +63.9% |
| YTD | -17.3% | -21.7% | +4.4% | -12.4% |
| 1Y | -49.2% | -9.0% | -40.3% | -49.4% |
| 3Y | -7.3% | -28.9% | +21.6% | -0.2% |
| 5Y | -16.3% | -51.0% | +34.8% | -13.0% |
| All | -16.3% | -51.6% | +35.3% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling