+520.9%
DUK vs WPM
+5,972.6%
-5,451.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | +0.7% | +7.0% | -6.3% | +0.2% |
| 30D | -2.0% | +15.7% | -17.8% | -3.3% |
| 3M | +0.2% | +35.2% | -35.0% | -2.4% |
| 6M | -6.9% | +6.1% | -13.0% | -7.9% |
| YTD | +6.1% | +32.6% | -26.4% | +2.9% |
| 1Y | +4.4% | +46.9% | -42.5% | +0.1% |
| 3Y | +49.1% | +276.3% | -227.2% | +31.6% |
| 5Y | +39.6% | +260.0% | -220.4% | +22.8% |
| 10Y | +125.1% | +508.5% | -383.4% | +86.4% |
| All | +520.9% | +5,972.6% | -5,451.7% | +292.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling