Portfolio & Investments
Performance Benchmarks
Compare portfolio performance with a benchmark.
Portfolio benchmarks help you compare your holdings against a reference index or other market baseline.
This view is informational only. WonderMoney does not tell you what to buy, sell, or hold.
What this view shows
- Portfolio return over time.
- Benchmark return over the same period.
- Relative performance between the two.
How to read it
- A benchmark is a comparison line, not a recommendation.
- Compare return, benchmark, and time range together.
- Check whether fees, dividends, and currency effects are included in the figures shown.
- Use the same currency context when possible.
Common mistakes
- Comparing short periods as if they were meaningful long-term results.
- Treating benchmark lag as proof that one asset is better.
- Using a benchmark with a very different risk profile from the portfolio.