-38.0%
INTU vs DUOL
+2.7%
-40.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.3% | -4.6% | -1.3% |
| 7D | -9.2% | -8.6% | -0.6% | -7.4% |
| 30D | -7.0% | +7.2% | -14.2% | -8.5% |
| 3M | +10.5% | +19.1% | -8.5% | +5.9% |
| 6M | -30.6% | +52.5% | -83.1% | -36.7% |
| YTD | -52.3% | -17.3% | -35.1% | -51.3% |
| 1Y | -51.8% | -49.2% | -2.6% | -46.9% |
| 3Y | -41.8% | -7.3% | -34.6% | -47.5% |
| 5Y | -42.8% | -16.3% | -26.6% | -54.9% |
| All | -38.0% | +2.7% | -40.6% | -50.8% |
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