Cumulative and time period returns by date, broken out by long and short, or optionally compared to up to three benchmarks.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Performance widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Key Statistics widget.

  2. Select the blue arrow icon in the top right corner to view additional details.