Includes transaction costs and re-invested dividends. Benchmark TWRR - The compounded annual Time Weighted Rate of Return (TWRR) that this item’s initial investment amount would have returned since purchase, if it was invested in the benchmark.Benchmark CAGR - The Compounded Annual Growth Rate (CAGR) that this item’s initial investment amount would have returned since purchase if it was invested in the benchmark.Total Return Percentage) - The total return percentage, including transaction costs and dividends, that this item’s initial investment amount would have returned if it was invested in the benchmark and all dividends paid by the benchmark since the purchase date were re-invested. Total Return) - The total return, including transaction costs and dividends, that this item’s initial investment amount would have returned if it was invested in the benchmark and all dividends paid by the benchmark since the purchase date were re-invested. Benchmark Shares - The number of shares in the benchmark that would be owned if this item’s initial investment amount was used to purchase the benchmark symbol and all dividends paid by the benchmark since the purchase date were re-invested.You can use any ticker symbol you like as well as having a different symbol for each portfolio. You can specify the ticker symbol to use as the benchmark comparison symbol in the Portfolio’s Settings window, in the “Portfolio” tab. In a Portfolio, this symbol will also be shown in the column header of each benchmark column. Benchmark Symbol - The currently configured benchmark comparison symbol.See the section, Configuring Columns, for how you can add these columns to your portfolio. StockMarketEye provides the following columns that can be added to your portfolios, allowing you to compare your investment’s performance vs the chosen benchmark. You may want to use one of these ETFs or mutual funds as your benchmark symbol, rather than the index itself as the ETF represents something you can actually invest in and receive dividend payments from, making the comparison more realistic.įor example: DIA is an ETF that mirrors the Dow Jones Industrial Average SPY is an ETF that mirrors the S&P 500 Index and QQQ is an ETF that mirrors the NASDAQ-100. ETFs or mutual funds that mirror indexes however can (and often do) pay dividends. Note: Indexes do not pay dividends themselves because they are not tradable securities. For example, you may wish to use the SPY, an ETF that corresponds to the price and yield performance of the S&P 500 and pays dividends (which a pure index symbol, such as ^GSPC, does not). You can also enter any other symbol in the "Benchmark Symbol" field - the existing symbol in the field will disappear when you start typing in the field. A number of world indexes have been included in the "Benchmark Symbol" list. You can change this symbol in the Portfolio’s Properties window, in the “Portfolio” tab as seen in the image below. Setting the Benchmark Symbol for a Portfolioīy default, the benchmark columns will use the S&P 500 index, ^GSPC, as the comparison benchmark. The Summary report allows you to compare performance of your entire portfolio to a similarly capitalized benchmark portfolio. Note: You can also use benchmark symbols in the Summary report.
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