Time-weighted, money-weighted and benchmark performance

Cross-asset portfolio (example holdings) crossasset_portfolio-02 Line Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Latest value
153.73 Start = 100
Change over period
53.73 %
Period high
163.28 Start = 100
Period low
100 Start = 100

Time-weighted, money-weighted and benchmark performance

Sample portfolio TWR index (Line)

TWR cumulative line + MWR and benchmark cards

Gap between MWR and TWR (Bar)

Data detail

Sample portfolio TWR index and Gap between MWR and TWR (Table)

Sample data rows

DateSample portfolio TWR indexGap between MWR and TWRData date (sample)
2025-10-16 100 3.21 2025-10-16
2025-11-03 111.26 0.59 2025-11-03
2025-11-17 118.39 2.49 2025-11-17
2025-12-03 125.72 4.18 2025-12-03
2025-12-19 116.01 16.01 2025-12-19
2026-01-02 120.52 -1.52 2026-01-02
2026-01-20 133.72 -3.12 2026-01-20
2026-02-05 137.94 -1.46 2026-02-05
2026-02-23 137.52 1.84 2026-02-23
2026-03-09 135.01 2.43 2026-03-09
2026-03-25 138.42 -0.64 2026-03-25
2026-04-10 153.55 -2.12 2026-04-10
2026-04-24 143.61 3.54 2026-04-24
2026-05-12 147.35 1.43 2026-05-12
2026-05-28 143.2 0.51 2026-05-28
2026-06-11 140.88 -6.18 2026-06-11
2026-06-29 136.87 -8.33 2026-06-29
2026-07-15 133.17 -3.21 2026-07-15
2026-07-31 136.86 1.51 2026-07-31
2026-08-14 151.32 4.64 2026-08-14
2026-09-01 159.55 1.69 2026-09-01
2026-09-17 159.11 -2.93 2026-09-17
2026-10-01 161.1 -3.09 2026-10-01
2026-10-16 153.73 6.92 2026-10-16