Cumulative Benchmark Comparison

This report shows the cumulative return percentage based on your selected performance measure (TWR or MWR) over time compared to up to three benchmarks.

Field Description
Performance Measure

Shows one of the following for your account and for each selected benchmark:

  • Cumulative Time-Weighted Return (TWR) for each day, month or quarter, depending on your selected time period.
  • Money-Weighted Return (MWR) for the entire period of the report.