+34.1%
GEN vs DUOL
+16.9%
+17.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.0% | -2.6% | +1.9% |
| 7D | +2.0% | +3.0% | -1.0% | +1.7% |
| 30D | +27.7% | +18.3% | +9.4% | +25.2% |
| 3M | +3.3% | +14.7% | -11.5% | +1.4% |
| 6M | +31.8% | +57.5% | -25.7% | +25.4% |
| YTD | +13.5% | -5.8% | +19.3% | +12.0% |
| 1Y | +16.0% | -11.4% | +27.4% | +14.9% |
| 3Y | +70.6% | -22.5% | +93.1% | +67.2% |
| 5Y | +32.1% | +6.6% | +25.5% | +25.9% |
| All | +34.1% | +16.9% | +17.2% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 DUOL 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