-41.8%
TECH vs DUOL
-11.2%
-30.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.5% |
| 7D | -0.1% | -11.8% | +11.7% | +1.4% |
| 30D | +0.3% | +1.5% | -1.2% | -0.1% |
| 3M | +32.9% | +18.1% | +14.8% | +29.1% |
| 6M | +32.1% | +38.7% | -6.6% | +25.2% |
| YTD | +23.4% | -20.7% | +44.0% | +25.0% |
| 1Y | +34.1% | -49.1% | +83.1% | +42.6% |
| 3Y | +2.2% | -11.0% | +13.2% | -6.0% |
| 5Y | -41.8% | -18.0% | -23.8% | -52.7% |
| All | -41.8% | -11.2% | -30.7% | -52.7% |
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