Performance Watcher Indices are computed daily from our community’s discretionary portfolios, carefully classified by currency and mandate
risk level.
All data is net of fees; the calculation method is the same for every portfolio.
We receive and curate
20,000 live portfolios every day.
Multiple currencies and risk levels are available for 10+ years, and daily data, with an
instant feed, right at your fingertips.
Analysis, reporting, and marketing are all available with our unique independent
benchmark source.
One should be able to look at their risk-taking against peers, who all have to adapt to the same market conditions with similar objectives and cost structures. Then, and only then, can you discuss performance with them.
While it is straightforward to whip four market indices together and provide a historical performance of a theoretical portfolio invested in them, it does not reflect the reality of investing. Indices have as many as 1000’s of stocks and 10’0000s of bonds;
portfolios only have dozens. Private wealth managers do take into consideration capital preservation, meaning they must not be as aggressively invested as a passive benchmark when the going gets tough. And trading and custody fees are ignored.
Your portfolio management should not be measured against an off-the-shelf passive benchmark. A composite of fee-paying discretionary accounts is, on the hand, relevant.
Performance Watcher curates and aggregates performance for over 20'000 portfolios daily using the same methodology. The valuations and in/out flows come directly from core banking systems and Portfolio Management Systems, not manual spreadsheets. The performance we calculate is net of fees, and we use the most robust methodology for performance calculation: daily time-weighted.
The Perfometer is the heart of Performance Watcher's analysis tools. Thanks to its simplicity and precision, it allows you to instantly compare the competitiveness of the portfolio under analysis. Without jargon, an explicit and simple-to-understand weather pictogram, gives you the information you need to make your assessment.
For example here, for the last three months, with three anonymised investment funds, very popular in Switzerland:
