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BenchmarkComparison

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Best for BenchmarkComparison measures portfolio performance against relevant benchmarks (S&P 500, Nasdaq, Russell 2000, sector indices) to help investors understand whether outperformance is real or luck.

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BenchmarkComparison measures portfolio performance against relevant benchmarks (S&P 500, Nasdaq, Russell 2000, sector indices) to help investors understand whether outperformance is real or luck. Users upload holdings and the app calculates alpha and Sharpe ratios versus benchmarks. Time period analysis shows performance comparison over 1, 3, 5, and 10-year windows to identify consistency. Attribution analysis explains whether outperformance came from stock selection, market timing, or sector allocation. Humility reminder: most active portfolios underperform after fees.

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