+411.6%
ROIV vs DUOL
+4.3%
+407.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +5.8% |
| 7D | +5.3% | +21.9% | -16.6% | +1.9% |
| 30D | +11.9% | +5.7% | +6.2% | +10.5% |
| 3M | +10.7% | +30.9% | -20.2% | +4.8% |
| 6M | +34.9% | +52.8% | -17.8% | +22.7% |
| YTD | +79.2% | -8.6% | +87.8% | +77.0% |
| 1Y | +89.0% | -17.2% | +106.2% | +89.6% |
| 3Y | +337.3% | +2.0% | +335.4% | +268.2% |
| All | +411.6% | +4.3% | +407.3% | +234.3% |
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