Risk/Reward

The Performance tab displays graphs that represent your overall portfolio. All charts in the performance tab are derived from the month ending account balance you entered into the Equity Charts tab.

Displays a comparison of how your current portfolio's risk level relates to that of the benchmark indexes. This becomes useful depending on what your target objectives are for your portfolio. Under best circumstances the risk should be lower than that of the benchmark index with a higher rate of return. % Return is derived by taking the CAGR (Compound Annual Growth Rate) from the Analytics tab. Risk (Standard Deviation) is also taken from the Analytics tabs Standard Deviation. However, since the Standard Deviation in the Analytics tab is calculated on monthly terms, the annual Standard Deviation is derived by multiplying the Monthly Std. Dev. by the square root of 12.