Portfolio versus benchmark return
After removing the effect of deposits and withdrawals, has my investment performance beaten the benchmark?
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Sample JSON
Specification JSON
Sample as of
0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD
- Latest value
- 53.73 %
- Period average
- 37.75 %
- Period high
- 63.28 %
- Period low
- 0 %
TWR and benchmark
Time-weighted cumulative return (%) (Line)
Excess return by period
Gap versus benchmark (percentage points) (Bar)
Cash flows and benchmark basis
Time-weighted cumulative return (%) and Gap versus benchmark (percentage points) (Table)
Sample data rows
| Common valuation date | Time-weighted cumulative return (%) | Gap versus benchmark (percentage points) | Data date (sample) |
|---|---|---|---|
| 2025-10-16 | 0 | -0.18 | 2025-10-16 |
| 2025-11-03 | 11.26 | 1.52 | 2025-11-03 |
| 2025-11-17 | 18.39 | 6.99 | 2025-11-17 |
| 2025-12-03 | 25.72 | -3.01 | 2025-12-03 |
| 2025-12-19 | 16.01 | -4.18 | 2025-12-19 |
| 2026-01-02 | 20.52 | -2.19 | 2026-01-02 |
| 2026-01-20 | 33.72 | -0.09 | 2026-01-20 |
| 2026-02-05 | 37.94 | 1.08 | 2026-02-05 |
| 2026-02-23 | 37.52 | 2.18 | 2026-02-23 |
| 2026-03-09 | 35.01 | 8.64 | 2026-03-09 |
| 2026-03-25 | 38.42 | -4.11 | 2026-03-25 |
| 2026-04-10 | 53.55 | 2.65 | 2026-04-10 |
| 2026-04-24 | 43.61 | -6.24 | 2026-04-24 |
| 2026-05-12 | 47.35 | 0.84 | 2026-05-12 |
| 2026-05-28 | 43.2 | 0.28 | 2026-05-28 |
| 2026-06-11 | 40.88 | 1.15 | 2026-06-11 |
| 2026-06-29 | 36.87 | 7.24 | 2026-06-29 |
| 2026-07-15 | 33.17 | 1.12 | 2026-07-15 |
| 2026-07-31 | 36.86 | -0.41 | 2026-07-31 |
| 2026-08-14 | 51.32 | 2.73 | 2026-08-14 |
| 2026-09-01 | 59.55 | -2.57 | 2026-09-01 |
| 2026-09-17 | 59.11 | -4.17 | 2026-09-17 |
| 2026-10-01 | 61.1 | -4.52 | 2026-10-01 |
| 2026-10-16 | 53.73 | 2.8 | 2026-10-16 |