+158.7%
OVV vs DUOL
-10.4%
+169.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.2% | -0.4% |
| 7D | -3.7% | -7.8% | +4.1% | -2.8% |
| 30D | +8.0% | +11.8% | -3.8% | +6.4% |
| 3M | +11.3% | +24.1% | -12.8% | +7.4% |
| 6M | +24.0% | +43.6% | -19.6% | +16.9% |
| YTD | +65.3% | -16.6% | +81.9% | +66.6% |
| 1Y | +60.2% | -46.0% | +106.2% | +69.8% |
| 3Y | +46.9% | -6.5% | +53.4% | +39.5% |
| 5Y | +158.7% | -7.4% | +166.1% | +111.8% |
| All | +158.7% | -10.4% | +169.1% | +111.8% |
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 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