PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Portfolio Performance
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Portfolio Performance

Portfolio Performance is a tool that helps you visualize a portfolio's gains or losses over a given period and easily compare them to a selected benchmark.

This portfolio performance calculator uses daily closing prices adjusted for splits and dividends. A portfolio is rebalanced according to settings.


Your portfolio is currently empty. You can import symbols, add them manually, or select from an existing portfolio.

Portfolio Performance Settings


Portfolio Performance Chart


Chart placeholderClick Calculate to get results

Returns By Period


Chart placeholderClick Calculate to get results

Allocation Over Time

This chart presents a detailed view of the portfolio's composition from its inception to the present day.

Chart placeholderClick Calculate to get results
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab