The Performance Chart
The Performance Chart helps define process capability by grouping data by a traceability value using a box and whisker chart format. This allows for quick visual comparison of groups of data by mean and variation.
Describes the distribution of the portfolio.
Shows the percentage of assets allocated to your portfolio.
Risk ratios are figures that relate to specific risk data of an asset and have a concentrated informative value about the risk situation. As a rule, they are ratio figures.
Shows the development of portfolio returns over a period of 1 month
Shows the maximum decline from a performance peak since the portfolio creation
Shows the average return compared to its risk. The more the ratio, the better (> 1 - good)
A factsheet is a document that contains essential information about a product or service on one page.
Below the risk metrics you can download the factsheets for the different portfolios in the portfolio detail view.