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Risk-return diagram (benchmark)

Module "Portfolio Service Extended Portfolio Analysis"

This evaluation, which is based on Risk-return diagram , focuses on a comparison with 1 to 3 general benchmarks. You set the benchmarks via the parameters; they are then also displayed as points in the diagram.

The dots in the diagram mark the portfolios or benchmarks (in the "Diamond" style by default). On the y-axis you can read the return p. a. (=performance) of the portfolio, on the x-axis the risk (=volatility).

Take the most important key figures for owners and benchmarks from the corresponding table:

Column

Description

Category

The table is grouped by default according to this column - owner or benchmark.

Portfolio,
Depot,
Holder

Name of the portfolio, custody account or holder and the name of the benchmarks.

Which depot objects are displayed depends on the setting of the "Level" parameter.
The default setting is "Portfolio".

Number

Here you will find the portfolio numbers for portfolios, the custody account number for custody accounts, the holder number for holders and the WKNs for benchmarks.

Created on

Date on which the portfolio was created according to the "Properties" dialog box.

Performance p. a.

The portfolio performance of each portfolio or performance of the benchmark per annum. The value corresponds to the return shown on the y-axis of the risk-return diagram (benchmark).

Volatility

Volatility corresponds to the risk that is plotted on the x-axis of the risk/return chart (benchmark).

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