Overview of the Benchmark Lens
The Benchmarks Lens lets you compare your portfolio performance to industry benchmarks. Each asset class has a default benchmark to compare, though you can select from major equity indexes, interest rate benchmarks, currencies, and other market indicators.
You can track the performance of an individual asset or an entire asset class over a selected time period against the chosen benchmark.
In the table you can see Market Value, with % of Portfolio, % of Asset Class, and Since Inception performance.
The final column reflects the time period selected in the dropdown on the right. You can switch between views such as Rolling 12 Months, Last 12 Months, Year to Date, Quarter to Date, or select a specific calendar year to compare performance across different timeframes.
Selecting an individual asset in the table will update the chart to show that asset’s performance against the benchmark. Selecting the Asset again will deselect and default back to comparing the full asset class on the chart.