A portfolio analysis tool that tells you whether you are actually outperforming the market.
BenchMarked connects to your broker account and shows whether your investing has actually beaten the market. It rebuilds what your portfolio was worth on every day since it opened, then plots that against what the same money would have done in an index fund, or any benchmark you choose, over exactly the same period.
A portfolio is rarely a lump sum left alone for a year. Money goes in and out at different times, so a plain percentage return can be misleading. BenchMarked deals with this by simulating a portfolio that receives your deposits on the same days, buys the chosen benchmark with them, and sells whenever you withdraw. The two results can then be compared fairly, because the only difference between them is where the money went.
The comparison runs at every level. Up to four extra benchmarks can sit alongside the main one, whether that is another index, a fund, or a single company, and each holding gets the same treatment as the whole account, including positions already closed. Opening a holding shows how it performed against the benchmark while it was held, along with the orders behind it. Risk is covered too: volatility, beta, Sharpe ratio and maximum drawdown, with the benchmark’s own figures beside yours for comparison.