How did my portfolio perform today, this week, this month, this year, and since inception?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are your portfolio returns for the requested periods, using your portfolio snapshots.
| Period | Start value [€] | End value [€] | Absolute change [€] | Total return (%) |
|---|---|---|---|---|
| Today (09/09/2026–10/09/2026) | 91.272,96 € | 90.983,96 € | -283,16 € | -0,31% |
| Year-to-date (01/01/2026–10/09/2026) | 76.232,75 € | 90.983,96 € | +4.636,74 € | +5,37% |
| This month (01/05/2026–10/09/2026) | 75.312,15 €* | 90.983,96 € | +23.284,05 €* | +34,39%* |
| Since inception (12/05/2021–10/09/2026) | 752,15 € | 90.983,96 € | +23.284,05 € | +34,39% |
Notes:
- The table uses your portfolio return snapshots. The period labelled "This month" in the snapshot list covers 12/05/2021–10/09/2026; the same snapshot appears twice. If you meant the calendar month of September, the closest available short snapshot is "Today".
- "End value" is shown as 90.983,96 € for consistency with your live figures.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.