compare portfolio

Written by Anna German
Updated over a week ago

Rev. Date May 30, 2019

When you create a pro forma portfolio based on any other portfolio, your master portfolio will automatically be included in summary statistics as the baseline for comparison.

If you wish to compare the master portfolio or a pro forma to a different portfolio or benchmark, click on the benchmark drop down at the top of the screen.

From here, designate the comparator as either a benchmark available, a fund or index from your uploads or our database, or another pro forma portfolio you have created.

Any return stream designated as the benchmark can be used to create an active view of the analysis by toggling on Relative to Benchmark at the top of the screen.

This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.