+261.1%
WPM vs DUOL
+1.6%
+259.5%
-43.3%
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 | -0.6% | -7.0% | +6.4% | -0.2% |
| 30D | +14.4% | +6.7% | +7.7% | +13.9% |
| 3M | +37.0% | +16.0% | +21.0% | +35.5% |
| 6M | +4.1% | +45.4% | -41.3% | +1.3% |
| YTD | +31.7% | -18.1% | +49.9% | +32.8% |
| 1Y | +44.2% | -53.6% | +97.7% | +50.3% |
| 3Y | +265.5% | -11.0% | +276.5% | +253.6% |
| 5Y | +262.5% | -17.1% | +279.6% | +235.2% |
| All | +261.1% | +1.6% | +259.5% | +233.0% |
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