Skip to main content
Skip table of contents

Performance comparison

Use this analysis to compare the performance of two or more portfolios. This evaluation can be found by default in the workspace of groups, owners and portfolios on the "Performance" worksheet, "Performance comparison".

The details of the most important columns can be found in the following table:

ColumnDescription

Portfolio

The name of the portfolio from the portfolio properties.

Portfolio number

The portfolio number from the portfolio properties.

Currency

The evaluation currency set via the parameter of the same name.

Period Start

The start date of the evaluation.

The default setting is the beginning of the current year. You can specify a different date using the "Start date" parameter.

Period End

The evaluation date of the evaluation.

The default setting is the current date or the evaluation date entered in the input field on the "Start" tab. You can specify a different date using the "Evaluation date" parameter.

Performance
Portfolio

The performance of the portfolio in the set evaluation period.

Performance
Portfolio p. a.

The performance of the portfolio per annum.

Performance
Comparison portfolio

The performance of the comparison portfolio (selected via the parameters) in the set evaluation period.

Performance
Comparative portfolio p. a.

The performance of the comparison portfolio (selected via the parameters) per annum.

Performance
Benchmark

The performance of the portfolio benchmark in the set evaluation period.

Performance
Benchmark p. a.

The performance of the portfolio benchmark per annum.

Benchmark

The name of the portfolio benchmark.

The (first) benchmark assigned via the portfolio properties appears here by default. You can use the "Benchmark" parameter to specify a different benchmark for the evaluation.

Benchmark ISIN

The ISIN of the portfolio benchmark.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.