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Portfolio duration

The weighted average duration of the issues held, where the weight is each position's share of market value.

Formula

D_{p} = \sum_{i} w_{i}\,D_{i}

Weights are taken by market value of the positions, not by the number of bonds: a large position in a short bond pulls the result harder than a small one in a long bond.

How to read the number

A single number answering how far the portfolio falls when the whole curve shifts.

When the metric lies

It holds only for a parallel shift. If the short end has moved and the long end has not, portfolios with identical duration behave differently.

Also known as: average portfolio duration

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