+54.7%
V vs DUOL
+2.7%
+52.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.4% |
| 7D | -3.0% | -8.6% | +5.6% | -2.4% |
| 30D | +1.2% | +7.2% | -6.0% | +0.5% |
| 3M | +13.9% | +19.1% | -5.1% | +12.0% |
| 6M | +17.2% | +52.5% | -35.3% | +12.7% |
| YTD | +5.3% | -17.3% | +22.6% | +5.9% |
| 1Y | +9.5% | -49.2% | +58.7% | +13.6% |
| 3Y | +51.9% | -7.3% | +59.2% | +45.6% |
| 5Y | +69.6% | -16.3% | +85.8% | +52.0% |
| All | +54.7% | +2.7% | +52.0% | +40.3% |
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 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