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Performance Metrics
Detailed Returns

Best Year

Definition

The highest annual return achieved by the portfolio during the analyzed period.

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YTD Return

The year-to-date return represents the cumulative return of an investment...

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Worst Day

The lowest single-day return experienced by the portfolio during the...

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Best Month

The highest monthly return achieved by the portfolio during the...

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Best Year Definition & Formula · PortfolioMetrics