When it comes to performance, we tend to be biased by our most recent numbers. But by looking at the rolling returns of your portfolio, you get a clearer idea of how your portfolio's returns performed at any point of time, as well as the excess return. Add an index for comparison to the chart below, and see how the Excess Returns line for the portfolio indicates comparative positive or negative returns for specific time periods.
Showing you results for a sample portfolio.
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