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A total portfolio versus a benchmark index comparison is a method used by investors to measure the performance of their investments. The total portfolio represents all the investments held by an investor, while the benchmark index is a standard against which the performance of these investments is compared.
For example, if you have a portfolio of stocks, you might compare its performance to a benchmark index like the S&P 500. If your portfolio's return is higher than the S&P 500, it means your investments are performing well.
However, it's important to choose a benchmark index that closely aligns with your investment strategy. For instance, if your portfolio is heavily invested in technology stocks, the NASDAQ might be a more appropriate benchmark.
Remember, the goal is not necessarily to beat the benchmark but to understand how your investments are performing in the context of the broader market.
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This section is customizable and allows you to choose the security, period, and interval type—be it daily, weekly, or monthly—for monitoring. Additionally, you have the flexibility to add or remove benchmarks for comparison. To make these changes, go to the 'Fields' tab and navigate to the 'historical comparison' section, where you can modify the benchmarks used in the Dashboard for performance comparisons.
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