The Portfolio Rate of Return feature now provides direct comparisons of your investment
performance with any
market index, downloaded automatically whenever you produce a report. You can
compare your portfolios with virtually any benchmark(s) available, spanning many
years*, to inform you or your clients exactly how well they're performing
relative to the market.
Cumulative
rate of return on your portfolio can be graphed along with benchmark data or
other portfolios to graphically compare a portfolio’s performance with that of
mutual funds, indexes, other portfolios, etc. See how your portfolio’s
volatility and other characteristics compare to the market.