+40.9%
DUK vs WPM
+263.6%
-222.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.0% | -0.2% |
| 7D | -0.7% | -0.6% | -0.1% | -0.6% |
| 30D | -2.4% | +14.4% | -16.9% | -4.0% |
| 3M | -3.0% | +37.0% | -40.0% | -6.7% |
| 6M | -6.6% | +4.1% | -10.7% | -7.4% |
| YTD | +4.6% | +31.7% | -27.2% | -0.6% |
| 1Y | +1.2% | +44.2% | -42.9% | -5.6% |
| 3Y | +45.7% | +265.5% | -219.8% | +12.8% |
| All | +40.9% | +263.6% | -222.7% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling