Portfolio analysis assists clients in comprehending their portfolio performance relative to the index performance. For instance, if the index exhibits a 10% increase in a year, the holding portfolio’s growth can be determined. Refer to the table below for an example. According to the provided sample, your portfolio has increased by 3%. You are holding 2 stocks in your portfolio.
Index is increased by | 10% |
ABC Stock Increased by | 8% |
XYZ Stock Decreased by | -5% |
Over all Portfolio is increased By | 3% |