+103.8%
V vs DUOL
+6.7%
+97.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | +0.8% | +22.4% | -21.6% | -1.1% |
| 30D | +9.9% | +4.5% | +5.4% | +9.2% |
| 3M | +17.5% | +14.2% | +3.3% | +15.7% |
| 6M | +33.5% | +45.1% | -11.6% | +28.3% |
| YTD | +21.6% | -10.7% | +32.3% | +21.0% |
| 1Y | +27.6% | -18.7% | +46.3% | +27.9% |
| 3Y | +76.4% | -25.9% | +102.3% | +72.3% |
| 5Y | +103.8% | +5.8% | +98.0% | +75.4% |
| All | +103.8% | +6.7% | +97.2% | +75.4% |
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