To analyze your portfolio, click on the Analysis tab.
You can pick an index, a fund or a portfolio as a benchmark. After you select your benchmark, the analyzed period will be automatically adjusted based on the benchmark data availability.
Hitting the Run Analysis button will get you a detailed analysis of your portfolio's performance compared agains your benchmark.
The resulting figures and charts are divided into 3 sections:
- Absolute Return & Risk
- Risk Adjusted
- Correlation & Regression
All figures from the Analysis tab are also available as a PDF report. You can run the report by clicking on the Report tab. You can pick a benchmark and the reporting month.
Compared to the Analysis tab, the report offers additional information like table of historical returns or a manager allocation chart.