This guide helps you understand why each insight is good to know and how it helps you analyze your portfolio
Your performance against a benchmark
This helps you assess whether the instrument has beaten its benchmark.
Your up days
You want the portfolio to have more up days than the benchmark and on average rise higher than the benchmark.
Your down days
You want the portfolio to have less down days than the benchmark and on average fall less than the benchmark.
Your best/worst month
You want the portfolio to have more up months than down months and you want to understand your biggest monthly potential loss or gain.
