Analyzing a Portfolio.

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.

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