+182.6%
TRV vs DUOL
+1.6%
+181.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.1% |
| 7D | +1.9% | -7.0% | +8.9% | +2.1% |
| 30D | +1.7% | +6.7% | -5.0% | +1.5% |
| 3M | +23.9% | +16.0% | +7.9% | +23.4% |
| 6M | +26.3% | +45.4% | -19.1% | +25.1% |
| YTD | +30.8% | -18.1% | +48.9% | +31.2% |
| 1Y | +36.3% | -53.6% | +89.9% | +38.4% |
| 3Y | +145.0% | -11.0% | +156.0% | +145.7% |
| 5Y | +163.9% | -17.1% | +181.0% | +165.7% |
| All | +182.6% | +1.6% | +181.0% | +190.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling