Incorrect benchmark performance?

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1

Hi all,

First of all, thanks a lot for this great app. I’ve moved all my portfolio to it and I’ve been tweaking it in the last days. It works incredibly well.

But I still have issues understanding some data. In the Performance>Chart view, I use the SPY etf (SP500) as a benchmark:

Performance_Chart_(Standard)
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If I understand this correctly, it shows that the performance of the index has been negative in the period April 1st 2017 → February 17th 2018, which I believe it’s wrong (it’s been around +15%).

What am I missing?

Thanks!

2

Probably you have the performance in EUR instead of USD. So the EUR/USD performance had a negative impact.

1 Like
3

You are totally right! That makes sense. Looking better now:

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Thanks a lot