Account Performance: Account
Compare account performance to the custom blended and passive benchmarks over the selected period.
Account
Blended Benchmark
Passive Benchmark
Select an account in the toolbar to see its performance.
Market Value
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As of
Market Gain / Loss
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Since inception
Time Weighted Return
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Benchmark —
Money Weighted Return
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Benchmark —
Dividends Earned
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Trailing 12 months as of
Holdings
Snapshot of positions for this account as of .
Total market value: $0
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Recent activity
Last 15 transactions for this account within the selected date range.
Select an account to see recent activity.
Performance is shown as time-weighted (TWR) using the same engine as the legacy app. Benchmarks are custom blended and passive indices defined in configuration and may not be directly investable. Past performance is not indicative of future results.