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Performance

  • How do I track my portfolio performance?
  • What do the metrics (CAGR, Absolute Return, Max Drawdown) mean?
  • What is XIRR, and how do I interpret it?
  • Can I see my historical returns?
  • What benchmark is used and why? Is there a style mismatch?
  • How do I compare my portfolio with benchmarks?
  • Do the performance numbers shown include brokerage, taxes, and other costs?
  • Is performance live, back-tested, or a mix? How is each labeled?

Investment in securities are subject to various risks. Read all the documents carefully & consult your financial advisor before investing.

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