+34.1%
GEN vs DUOL
+11.7%
+22.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +25.1% |
| 3M | +3.3% | +14.7% | -11.5% | +1.3% |
| 6M | +31.8% | +57.5% | -25.7% | +25.1% |
| YTD | +13.5% | -5.8% | +19.3% | +11.9% |
| 1Y | +16.0% | -11.4% | +27.4% | +14.8% |
| 3Y | +70.6% | -22.5% | +93.1% | +66.9% |
| All | +34.1% | +11.7% | +22.4% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling