Model portfolio inconsistent performance (in performance chart section)
I
Ivory Hedgehog
- in the performance chart section, the performance of the benchmark doesn't change with the reference currency of the model portfolio (I assume the performance of the benchmark is always in usd despite the model portfolio eg being in EUR)
- in the performance chart section, the performance of the model portfolio for the same periodchanges overtime. eg i looked up the 2024 performance of my portfolio in august, and that value was different from what was shown in september (also for 2024)
Conor MacNeil
Hey AG,
1) This is correct. The benchmark will honour the security trading currency (if a fund) or portfolio currency (if using a model portfolio as a benchmark). This is not a bug, and behaves as designed.
2) Can you provide an example or explain this a little further please?