+4.9%
UNH vs DUOL
-1.5%
+6.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +2.9% | -1.8% |
| 7D | -1.7% | -11.8% | +10.1% | -1.4% |
| 30D | -3.8% | +1.5% | -5.3% | -3.9% |
| 3M | -4.3% | +18.1% | -22.4% | -4.7% |
| 6M | +38.6% | +38.7% | 0.0% | +37.4% |
| YTD | +20.7% | -20.7% | +41.3% | +20.8% |
| 1Y | +16.0% | -49.1% | +65.1% | +16.8% |
| 3Y | -13.5% | -11.0% | -2.4% | -14.2% |
| 5Y | +3.5% | -18.0% | +21.5% | +0.4% |
| All | +4.9% | -1.5% | +6.4% | +2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling