How has my portfolio performed compared to the market?
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.
Your portfolio vs. the market over two available periods (snapshot data):
| Period | Portfolio total return (TWR, %) | Benchmark | Benchmark return (%) | Relative (portfolio − benchmark, %-points) |
|---|---|---|---|---|
| 12/05/2021 to 10/09/2026 | +45,96% | HSBC MSCI World UCITS ETF (IE00B4X9L533) | 75,79 | -30,59 |
| 01/01/2026 to 10/09/2026 | 5,28 | HSBC MSCI World UCITS ETF (IE00B4X9L533) | 11,16 | -5,88 |
What this means:
- Over the full record shown, your portfolio's time-weighted return is lower than the benchmark by -30,59 percentage points.
- Year-to-date (01/01/2026–10/09/2026), your portfolio returned 5,28% while the same benchmark returned 11,16%, a difference of -5,88 percentage points.
Notes:
- The snapshots use time-weighted returns for performance comparison.
- Benchmark is the HSBC MSCI World UCITS ETF (
IE00B4X9L533) as provided.
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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.