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Alternative Performance Lens

Track your return against the perceived risk.

The Alternative Performance lens is used to look at your portfolio from both an IRR or Total Return perspective, against the perceived and assigned risk of the investment.

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The risk is a manually user assigned value that lives in the Thesis card in the asset details view.

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Filters & Details

You can filter the chart by asset class, as well as mix and match classes for cross class comparisons.

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The details panel highlights several important asset metrics including IRR, total return, gain/loss and inception date. 

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