Performance History

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: