+45.6%
DUK vs WPM
+259.8%
-214.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -0.6% |
| 7D | -1.7% | -3.6% | +1.9% | -1.4% |
| 30D | -2.2% | +12.5% | -14.7% | -3.2% |
| 3M | -3.7% | +40.6% | -44.3% | -6.4% |
| 6M | -6.3% | +0.5% | -6.9% | -6.4% |
| YTD | +4.5% | +29.0% | -24.5% | +0.7% |
| 1Y | +1.8% | +43.8% | -42.0% | -3.8% |
| All | +45.6% | +259.8% | -214.2% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling