This report shows an account’s historic performance in time-weighted return (TWR), and compares it with the selected benchmark performance.
Account name: The account name if the report is for a single account. "Account aggregates for 'client name'" if it's for account aggregates, or "client aggregates for 'client name'" if the report is for client aggregates.
Benchmark name: Name of the benchmark for this report.
Period Time: Month and year of return listed.
Portfolio monthly return %: Return of the portfolio for the month listed.
+/- Benchmark monthly return %: The amount (in percentage points) by which the stock has outperformed or underperformed the benchmark for the month. For example, if an 8% appears in the +/- Benchmark column for the month, it means the portfolio has outperformed the benchmark by eight percentage points for that month.
Cumulative return %: Cumulative return of the portfolio from the first month of the report period.
Annualized Return %: The annualized return of the portfolio, if the reporting period is longer than one year.
Notes:
This report can only be generated for TWR (time-weighted return) and gross of fees.
This report template is also used for group/composite performance history reports.