+111.9%
HAL vs DUOL
-11.2%
+123.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.3% |
| 7D | -1.3% | -11.8% | +10.5% | -0.3% |
| 30D | +10.9% | +1.5% | +9.4% | +10.5% |
| 3M | -5.8% | +18.1% | -24.0% | -7.8% |
| 6M | +8.1% | +38.7% | -30.5% | +3.8% |
| YTD | +33.2% | -20.7% | +53.9% | +34.8% |
| 1Y | +74.2% | -49.1% | +123.3% | +82.6% |
| 3Y | -3.7% | -11.0% | +7.3% | -6.6% |
| 5Y | +111.9% | -18.0% | +129.9% | +84.2% |
| All | +111.9% | -11.2% | +123.0% | +84.2% |
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