PortWhat is a benchmark?
A benchmark against which you compare your portfolio's performance.
Explanation
Most often a stock market index—WIG, WIG20, or S&P 500—and for a Polish investor, also inflation. Without a reference point, "I earned 8%" means nothing: with the index up +20%, it's a poor result; with the index down −10%, it's a very good one.
Your benchmark should correspond to what you hold in your portfolio. Comparing a portfolio of Polish small-cap companies to a US technology index measures nothing.
Example
The portfolio earned 12%, while the WIG earned 18% during the same period. The result is positive, but worse than passively buying the broad market.
Related Terms
See Benchmark in action
Portevo displays this and dozens of other metrics for specific companies, along with an earnings calendar and your portfolio.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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