+957.1%
WDC vs DUOL
-15.6%
+972.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.3% | -8.7% | -4.9% |
| 7D | +4.4% | -8.6% | +13.0% | +5.3% |
| 30D | +5.3% | +7.2% | -1.9% | +4.1% |
| 3M | -5.9% | +19.1% | -25.0% | -8.8% |
| 6M | +73.2% | +52.5% | +20.7% | +61.2% |
| YTD | +167.8% | -17.3% | +185.1% | +169.8% |
| 1Y | +386.0% | -49.2% | +435.2% | +419.9% |
| 3Y | +1,309.7% | -7.3% | +1,317.0% | +1,225.1% |
| 5Y | +957.1% | -16.3% | +973.4% | +793.3% |
| All | +957.1% | -15.6% | +972.7% | +793.3% |
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 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