Performance
Instructions
The Performance widget shows your portfolio's historical performance, time period performance and cumulative performance broken out by long and short. It also allows you to compare performance of up to three benchmarks.
To navigate to this tool, follow the steps below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Performance widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Key Statistics widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your performance.
