How to set up expected performance alerts
If you want to stay up to date with the expected performance of your investments (and avoid the need to […]
Expected Performance
How Is CAPM Calculated?
For each investment, the expected return Capital Asset Pricing Model (CAPM) is calculated using the established Capital Asset Pricing Model
What Are Historical Expected Returns?
For each investment, the historical expected return is calculated as the annualised geometric (compound) average of its daily returns over
Expected Performance (Portfolio)
This table shows the expected performance for your entire portfolio, and gives you insight on how your portfolio may improve
Expected Performance (Holdings)
This section shows the expected return and volatility (risk of loss) for each individual holding in your portfolio. Each holding