Performance by

View your portfolio’s performance by sector for the time period selected.

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

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

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

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