+32.2%
GEN vs DUOL
+2.7%
+29.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.5% | +0.3% |
| 7D | -4.3% | -8.6% | +4.3% | -3.5% |
| 30D | +3.8% | +7.2% | -3.4% | +3.0% |
| 3M | +22.3% | +19.1% | +3.2% | +19.9% |
| 6M | +39.0% | +52.5% | -13.6% | +33.0% |
| YTD | +11.9% | -17.3% | +29.2% | +12.2% |
| 1Y | +4.5% | -49.2% | +53.7% | +8.2% |
| 3Y | +59.0% | -7.3% | +66.2% | +54.6% |
| 5Y | +22.0% | -16.3% | +38.3% | +18.5% |
| All | +32.2% | +2.7% | +29.6% | +28.8% |
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