Hello @hug-sch , a proposition of information to add to the Benchmarking part:
When a data series added as a benchmark starts after the start of the reporting period, its start value is not 0%. And the start values depends on the reporting period:
Example from kommer with security Daimler, whose first price is on Feb 2022. For a 3 and 5 years reporting period, the start value, and therefore all the other values, on Feb 2022 is different:
It is actually the performance value of the whole portfolio at this date in the reporting period : the benchmark is adjusted to it so you can still compare it to the whole portfolio. Quite smart.
I do not think this is documented yet in the manual.