+25.0%
IQV vs DUOL
-38.2%
+63.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +26.0% | -25.5% | -2.6% |
| 7D | -5.5% | +19.3% | -24.7% | -7.7% |
| 30D | -0.9% | +9.6% | -10.5% | -2.1% |
| 3M | +15.6% | +17.1% | -1.5% | +12.7% |
| 6M | +63.9% | +46.3% | +17.6% | +55.6% |
| YTD | +17.0% | -8.1% | +25.1% | +12.7% |
| 1Y | +25.0% | -38.5% | +63.5% | +21.1% |
| All | +25.0% | -38.2% | +63.3% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling