Portfolio Benchmarking: Make the Comparison Fair
Choose a relevant benchmark, align returns and costs, and interpret portfolio performance without changing the goalposts.
Benchmarking / Topic archive
Benchmarking: a focused reading path.
Build fair comparisons with a stated mandate, aligned total-return data, and a documented benchmark policy. This reading path focuses on reference selection, rebalancing, cash flows, and cost treatment. The goal is not a flattering result but a comparison another reader can reproduce.
Read with a question in mind.
Begin by identifying the term or process you want to understand. For each guide, write down the definition, the assumptions in the example, and what evidence would be needed to use it in a different setting. Related articles at the end of each guide provide the next step without changing the subject midstream.
Use the analytics glossary for a concise definition and the methodology page for the sample-data conventions used across the website.