+221.3%
ROIV vs DUOL
-44.9%
+266.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -5.2% | +24.0% | +18.5% |
| 7D | +20.2% | -7.8% | +28.0% | +19.9% |
| 30D | +14.1% | +11.8% | +2.3% | +14.2% |
| 3M | +45.6% | +24.1% | +21.5% | +45.7% |
| 6M | +44.1% | +43.6% | +0.5% | +43.3% |
| YTD | +91.2% | -16.6% | +107.7% | +92.1% |
| 1Y | +221.3% | -46.0% | +267.3% | +222.8% |
| All | +221.3% | -44.9% | +266.2% | +222.8% |
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 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