portfolio performance

  • updated
  • Awaiting Customer Reply

I notice that almost all YTD, 1 yr, 3 yr, 5yr, & 10 yr performance numbers for my entire portfolio are identical to what they were a month ago.  How often are they updated?

SA Admin Kushal Mehrotra
  • Awaiting Customer Reply

They're updated daily, near real-time. you should see final changes after the close of market hours.
we're not aware of any such issues.

If you're convinced that the portfolio performance numbers aren't updating, please share screenshots and we'll investigate further.

Ursa Argentum

On a related note: Are those (multi-year) performance percentages an average of or annualization of total return? Neither of these formulas gives me the right answer:

1. AverageReturn = TotalReturn / NumberOfYears

2. AnnualizedReturn = (1 + TotalReturn) ^ (1 / NumberOfYears) - 1

Or is it because the performance percentages are, as you said, calculated daily, while total return percentages are not?